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Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-11-13
DC RA APPROVED 2023-04-12
  • WI RA
    APPROVED
    Since 2024-11-13
  • DC RA
    APPROVED
    Since 2023-04-12

Branch Locations

10361 W. Innovation Drive Suite 350, Milwaukee, WI 53226 • United States

One North Wacker Drive Suite 3500, Chicago, IL 60606 • 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
Rmb Capital Washington D.C DC 03/2022 Present
Financial Planning And Information Services, Inc. De Pere WI 08/2020 03/2022
Full Time Education Black Creek WI 02/2013 08/2020
United States Marine Corps Great Lakes IL 03/2016 03/2022
  • 03/2022 → Present
    Rmb Capital
    Washington D.C, DC
  • 08/2020 → 03/2022
    Financial Planning And Information Services, Inc.
    De Pere, WI
  • 02/2013 → 08/2020
    Full Time Education
    Black Creek, WI
  • 03/2016 → 03/2022
    United States Marine Corps
    Great Lakes, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-17
  • S65 Uniform Investment Adviser Law Examination
    2023-02-17
Other Names
  • Nicholas Fameree

View on SEC IAPD

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