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Dustin Wayne Terry

Clear Harbor Wealth Management

Destin, FL

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Current Employers
Clear Harbor Wealth Management

543 Harbor Blvd Ste 501, Destin, FL 32541 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-19
FL RA APPROVED 2021-02-24
  • TX RA
    APPROVED_RES
    Since 2022-09-19
  • FL RA
    APPROVED
    Since 2021-02-24

Branch Locations

543 Harbor Blvd Ste 501, Destin, FL 32541 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear Harbor Wealth Management, Llc Destin FL 02/2015 Present
Center Street Securities Nashville TN 10/2016 02/2021
Center Street Securities Nashville TN 10/2016 06/2022
Curio Capital Crypto Opportunities Fund Gp, Llc Destin FL 04/2022 Present
Great Point Capital Llc Chicago IL 11/2022 12/2024
Curio Capital Endurance Fund Gp Llc Destin FL 07/2026 Present
  • 02/2015 → Present
    Clear Harbor Wealth Management, Llc
    Destin, FL
  • 10/2016 → 02/2021
    Center Street Securities
    Nashville, TN
  • 10/2016 → 06/2022
    Center Street Securities
    Nashville, TN
  • 04/2022 → Present
    Curio Capital Crypto Opportunities Fund Gp, Llc
    Destin, FL
  • 11/2022 → 12/2024
    Great Point Capital Llc
    Chicago, IL
  • 07/2026 → Present
    Curio Capital Endurance Fund Gp Llc
    Destin, FL
Previous Registrations
  • 2017-01-11 → 2021-04-22
    Center Street Advisors, Inc.
    Destin, FL
    Nashville, TN
    Miramar Beach, FL
  • 2015-06-23 → 2016-12-31
    Clear Harbor Wealth Management, Llc
    Destin, FL
  • 2016-10-05 → 2016-11-09
    Center Street Advisors, Inc.
    Destin, FL
    Nashville, TN
  • 2015-04-02 → 2015-09-10
    Osaic Services, Inc.
    Niceville, FL
    Niceville, FL
  • 2013-04-23 → 2015-04-02
    Osaic Services, Inc.
    Niceville, FL
  • 2011-11-22 → 2013-04-19
    Destin, FL
  • 2008-04-15 → 2011-11-21
    St Louis, MO
    Shalimar, FL
Other Businesses

1.Dustin Terry, fixed Insurance sales, not investment-related 4393 Commons Drive E, Suite 106 Destin, FL 32541, Start date 4/16/2009 2 hours per month 2 hours during trading hours insurance sales 2. Dale E. Peterson Realty not investment-related, private residence in Destin, FL; real estate brokerage Co-Owner commenced January 2018 0 hours per month 0 hours during trading hours no functions performed for the business 3. Curio Capital Crypto Opportunities Fund GP, LLC investment-related 4393 Commons Drive E, Suite 106, Destin, FL 32541 General Partner of Curio Capital Crypto Opportunities Fund L.P. Owner 4/6/2022 2 hours per month 0 hours during trading hours overall management of the entity's business and affairs 4. 5x2 LLC; investment-related; Private residence in Destin, FL; Commercial Real Estate Property; Managing Member; Owner; Start date: 12/5/2024;Approximately 1 hours/month; 0 hours/month during trading hours; Commercial property owned by holding company. 5. Curio Capital Endurance Fund GP, LLC investment-related 543 Harbor Blvd., Suite 501 Destin, FL 32541 General Partner of Curio Capital Endurance Fund L.P. Owner 7/2026 2 hours per month 0 hours during trading hours overall management of the entity's business and affairs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-11
  • S66 Uniform Combined State Law Examination
    2008-04-11
Other Names
  • Dustin Terry

View on SEC IAPD

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