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DG

David Gregory Stitt

Investment Adviser Representative at CURRY WEBB WEALTH MANAGEMENT LLC

Indianapolis, INCRD #2204447Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/27/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

Curry WEBB Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CURRY WEBB WEALTH MANAGEMENT LLCCurrent
2/1/2024Indianapolis, IN
REJOYCE WEALTH MANAGEMENT
1/10/202412/31/2024Carmel, IN
FOUNDATIONS INVESTMENT ADVISORS LLC
12/15/20231/4/2024Carmel, IN
AMERIPRISE FINANCIAL SERVICES, LLC
8/18/202312/12/2023Lafayette, IN
FIFTH THIRD SECURITIES, INC.
4/13/20228/23/2023West Lafayette, IN
ARGI INVESTMENT SERVICES, LLC
1/8/20214/4/2022Indianpolis, IN
PARK AVENUE SECURITIES LLC
8/8/20171/20/2021Indianapolis, IN
AXA ADVISORS, LLC
3/27/20177/17/2017Indianapolis, IN
AMERIPRISE FINANCIAL SERVICES, INC.
6/11/20157/8/2015Mercer Island, WA
JHS CAPITAL ADVISORS, LLC
4/11/20125/18/2015Bellevue, WA
PAULSON INVESTMENT COMPANY, INC.
8/15/20084/11/2012Bellevue, WA
CONCORD EQUITY GROUP ADVISORS, LLC
5/8/20077/3/2008Bellevue, WA
THE CONCORD EQUITY GROUP, LLC
4/20/20054/27/2007Bellevue, WA
FIRST MONTAUK SECURITIES CORP.
3/24/20044/26/2005Bellevue, WA
PIPER JAFFRAY & CO.
2/26/20011/21/2004Bellevue, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CURRY WEBB WEALTH MANAGEMENT LLC

4 other advisors in the directory

View CURRY WEBB WEALTH MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Gregory Stitt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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