Joseph Patch Curtis

Current Employers

Resolve Financial, Llc

Walnut Creek, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-01-25

CA RA
APPROVED

Since 2017-01-25

Branch Locations

Walnut Creek, CA • 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

Organization	City	State	From	To
Joseph Patch Curtis	Walnut Creek	CA	01/2007	12/2016
Resolve Financial, Llc	Walnut Creek	CA	07/2014	Present

01/2007 → 12/2016

Joseph Patch Curtis

Walnut Creek, CA
07/2014 → Present

Resolve Financial, Llc

Walnut Creek, CA

Previous Registrations

2007-04-16 → 2009-04-13

Resolve Financial, Llc

Walnut Creek, CA
2006-04-28 → 2006-11-29

Bb&R Wealth Management, Inc.

Walnut Creek, CA
2005-01-13 → 2006-02-24

Bb&R Wealth Management, Inc.

Walnut Creek, CA
2002-02-15 → 2003-04-09

1717 Capital Management Company

Walnut Creek, CA

Other Businesses

Self employed insurance sales. Not investment related or affiliated with any other organization. Approximately 20 hours per month, 1715 Poplar Drive, Walnut Creek, CA 94595. 0 during trading hours. Start date: 4/1974.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-13

S66 Uniform Combined State Law Examination

1999-12-13

Designations

View on SEC IAPD