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Jeffrey J Burney

Curi Capital, LLC

Denver, CO

Chicago, IL

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Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-08-10
  • CO RA
    APPROVED
    Since 2022-08-10

Branch Locations

250 Filmore Street Suite 600, Denver, CO 80206 • 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
Crestone Securities Lcl Boulder CO 08/2015 Present
Crestone Asset Management Llc Boulder CO 08/2015 Present
  • 08/2015 → Present
    Crestone Securities Lcl
    Boulder, CO
  • 08/2015 → Present
    Crestone Asset Management Llc
    Boulder, CO
Previous Registrations
  • 2017-01-24 → 2022-07-15
    Crestone Asset Management Llc
    Boulder, CO
  • 2015-09-29 → 2016-12-31
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-29
S63 Uniform Securities Agent State Law Examination 2007-05-04
  • S66 Uniform Combined State Law Examination
    2015-09-29
  • S63 Uniform Securities Agent State Law Examination
    2007-05-04

View on SEC IAPD

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