# CURTIS JAMES REED

CURTIS JAMES REED is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with WELSPIRE LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELSPIRE LLC](https://search.stillhousedata.com/firm/176518) | 2015-05-08 | present | Yes |
| [ARBOR POINT ADVISORS](https://search.stillhousedata.com/firm/165127) | 2012-12-21 | 2015-03-16 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2012-12-05 | 2012-12-12 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2011-12-08 | 2012-11-30 | — |
| [WINDY CITY WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/149857) | 2011-01-28 | 2011-11-23 | — |
| [WINDY CITY WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/149857) | 2010-01-26 | 2010-12-31 | — |
| [WINDY CITY WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/149857) | 2009-05-08 | 2010-01-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 1999-06-01 | 2002-12-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2857586)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2857586.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
