TERRY JAY MONTANO is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with ORIGIN INVESTMENT ADVISORY LLC, MOTUS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MOTUS WEALTH MANAGEMENT, LLC | 2022-02-07 | present | Yes |
| ORIGIN INVESTMENT ADVISORY LLC | 2022-02-07 | present | Yes |
| FACET WEALTH, INC | 2021-03-25 | 2022-01-04 | — |
| CAPITAL DIRECTIONS LLC | 2021-03-23 | 2023-04-11 | — |
| TRUEWEALTH MANAGEMENT | 2017-01-26 | 2020-11-13 | — |