Inactive

Yvonne Michele Scoggins

Curio Wealth, LLC

Crownsville, MD

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Current Employers

Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01

MD RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Crownsville, MD • 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

Organization	City	State	From	To
Jsk Financial Services, Llc	Annapolis	MD	12/2016	03/2020
Stewardship Financial Planning	Crowsville	MD	07/2015	12/2017
Annapolis Financial Services, Llc	Annapolis	MD	01/2020	Present
Curio Wealth, Llc	Annapolis	MD	01/2024	Present

12/2016 → 03/2020

Jsk Financial Services, Llc

Annapolis, MD
07/2015 → 12/2017

Stewardship Financial Planning

Crowsville, MD
01/2020 → Present

Annapolis Financial Services, Llc

Annapolis, MD
01/2024 → Present

Curio Wealth, Llc

Annapolis, MD

Previous Registrations

2020-01-03 → 2024-02-01

Bay Point Wealth

Annapolis, MD

Annapolis, MD
2017-01-07 → 2020-03-24

Jsk Financial Services Llc

Crownsville, MD

Annapolis, MD
2003-08-22 → 2015-07-28

Charles Schwab & Co., Inc.

Annapolis, MD

Annapolis, MD

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-08-21
S63	Uniform Securities Agent State Law Examination	1999-07-28

S66 Uniform Combined State Law Examination

2003-08-21
S63 Uniform Securities Agent State Law Examination

1999-07-28

Other Names

Yvonne Michelle Huber
Yvonne Michele Huber
Yvonne Michele Talbott
Yvonne Michele Michele Talbott
Yvonne Michele Talbott
Yvonne Michele Michele Scoggins

View on SEC IAPD

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