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Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-14
  • MN RA
    APPROVED
    Since 2024-06-14

Branch Locations

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

3800 American Blvd. West Suite 780, Bloomington, MN 55431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Piper Sandler & Co. Minneapolis MN 06/2021 05/2023
Rbc Wealth Management Minneapolis MN 06/2020 08/2020
Hardie Family Edina MN 06/2019 08/2019
Angelats Family Edina MN 06/2018 08/2018
Unemployed Edina MN 06/2011 06/2018
Creighton University Omaha NE 08/2017 05/2021
Curi Rmb Capital Bloomington MN 06/2023 Present
  • 06/2021 → 05/2023
    Piper Sandler & Co.
    Minneapolis, MN
  • 06/2020 → 08/2020
    Rbc Wealth Management
    Minneapolis, MN
  • 06/2019 → 08/2019
    Hardie Family
    Edina, MN
  • 06/2018 → 08/2018
    Angelats Family
    Edina, MN
  • 06/2011 → 06/2018
    Unemployed
    Edina, MN
  • 08/2017 → 05/2021
    Creighton University
    Omaha, NE
  • 06/2023 → Present
    Curi Rmb Capital
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
S63 Uniform Securities Agent State Law Examination 2021-10-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14
  • S63 Uniform Securities Agent State Law Examination
    2021-10-14

View on SEC IAPD

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