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RC

Randol W. Curtis

THRYVE WEALTH MANAGEMENT
JACKSON, WY 83001
Some features on this profile are disabled
CRD#: 2551404
RC

Professional summary

Randol Wilson Curtis, CFA is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Jackson, Wyoming.

Randol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Randol has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randol Wilson Curtis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

October 16, 2025 - Present

THRYVE WEALTH MANAGEMENT

Office #1: 1294 Melody Creek Ln, Jackson, WY 83001
RIA
CRD#: 335920
JACKSON, WY
Past

December 1, 2016 - October 2, 2024

ONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 114861
WESTLAKE VILLAGE, CA
Past

December 15, 1994 - July 23, 1996

BBVA INVESTMENTS INC.

BD
CRD#: 31769
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/16/2025)
IAR
Wyoming
(10/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/1994
General Securities Representative Examination

Current Firm

TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 Approved)
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Contact information

Main Address
909 Lake Carolyn Pkwy Suite 100, Irving, TX 75039
Mailing Address
Phone number
(805) 451-2909
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THRYVE WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts229
AUM (Assets Under Management)$ 179,089,530

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THRYVE WEALTH MANAGEMENT

CRD#: 335920Jackson, WY 83001

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