# TERRY JAY MONTANO

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MOTUS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/317889) | 2022-02-07 | present | Yes |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2022-02-07 | present | Yes |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2021-03-25 | 2022-01-04 | — |
| [CAPITAL DIRECTIONS LLC](https://search.stillhousedata.com/firm/109762) | 2021-03-23 | 2023-04-11 | — |
| [TRUEWEALTH MANAGEMENT](https://search.stillhousedata.com/firm/111055) | 2017-01-26 | 2020-11-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6748977)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6748977.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.