Best Investors Account Sign in
Inactive

Stefan Daniel Revelo

Curio Wealth, LLC

Hallandale Beach, FL

Annapolis, MD

Claim This Profile
Current Employers
Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
  • FL RA
    APPROVED
    Since 2025-05-08

Branch Locations

Hallandale Beach, FL • United States

721 Melvin Ave, Annapolis, MD 21401 • 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
Curio Wealth, Llc Sunrise FL 01/2024 Present
Florida State University Tallahassee FL 07/2016 05/2020
Alsco Houston TX 06/2020 07/2021
Channel Factory Sunrise FL 07/2021 08/2021
Empower Retirement Sunrise FL 08/2021 12/2021
Annapolis Financial Services, Llc Sunrise FL 01/2022 12/2024
  • 01/2024 → Present
    Sunrise, FL
  • 07/2016 → 05/2020
    Florida State University
    Tallahassee, FL
  • 06/2020 → 07/2021
    Alsco
    Houston, TX
  • 07/2021 → 08/2021
    Channel Factory
    Sunrise, FL
  • 08/2021 → 12/2021
    Empower Retirement
    Sunrise, FL
  • 01/2022 → 12/2024
    Annapolis Financial Services, Llc
    Sunrise, FL
Designations

View on SEC IAPD

More in Hallandale Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor