Joseph Patch Curtis

Financial advisor at Resolve Financial, LLC · Walnut Creek, CA

Last updated 2026-10-10

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Joseph Patch Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, CRD 1014838. Licenses and exams on the registration: Series 66. IAPD registration began 2002-02-15.

Registration

CRD number
1014838
Registration status
Active
IAPD registration
2002-02-15
Industry Experience
24 years
Work Experience
19 years
States registered
CA

Licenses and exams

  • Series 66

Designations

  • Chartered Financial Consultant

Work history

  • 2007-01 to 2016-12 · Joseph Patch Curtis · Walnut Creek, CA
  • 2014-07 to Present · Resolve Financial, LLC · Walnut Creek, CA

Current employment

  • Resolve Financial, LLC · Walnut Creek, CA

SEC IAPD record for Joseph Patch Curtis

About

Joseph Patch Curtis is a Chartered Financial Consultant financial advisor at Resolve Financial, LLC in Walnut Creek, CA. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 19 years of reported work history.

Location

Walnut Creek, CA

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Official record

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