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Curtis Wealth Management LLC CRD 312245
$149M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
170 S. Green Valley Parkway Suite 300 (Office 351), Henderson, NV 89012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-09-28 |
| NV | RA | APPROVED | 2021-04-15 |
Branch Locations
170 S. Green Valley Parkway Suite 300 (Office 351), Henderson, NV 89012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Las Vegas | NV | 09/2013 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Las Vegas | NV | 09/2013 | 11/2020 |
| Northwest Asset Management | Mercer Island | WA | 11/2020 | 09/2021 |
| Curtis Wealth Management Llc | Henderson | NV | 01/2021 | Present |
1. OWNER: WELCOME HOME VACATION RENTALS LLC START: 11/1/2018 NUMBER OF HOURS: 4 PER MONTH. DURING SECURITY HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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