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Andrew James Truax

Curi Capital, LLC

Chicago, IL

Edina, MN

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Current Employers
Curi Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-08-11
  • MN RA
    APPROVED
    Since 2026-08-11

Branch Locations

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

7650 Edinborough Way Suite 250, Edina, MN 55435 • 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
Columbia Threadneedle Investments Minneapolis MN 08/2016 09/2019
Jnba Financial Advisors Bloomington MN 10/2019 Present
  • 08/2016 → 09/2019
    Columbia Threadneedle Investments
    Minneapolis, MN
  • 10/2019 → Present
    Jnba Financial Advisors
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-27
S63 Uniform Securities Agent State Law Examination 2015-04-01
  • S65 Uniform Investment Adviser Law Examination
    2020-01-27
  • S63 Uniform Securities Agent State Law Examination
    2015-04-01
Designations

View on SEC IAPD

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