Brian David Klein is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with CURI CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CURI CAPITAL, LLC | 2022-09-07 | present | Yes |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2021-01-02 | 2022-08-25 | — |
| SVA WEALTH MANAGEMENT, LLC | 2020-09-21 | 2021-01-13 | — |