Curtis Montgomery Minks

Current Employers

Employment History

• 04/2016 → 12/2019
  Woodstock Financial Group, Inc.
  Woodstock, GA
• 06/2018 → Present
  Woodstock Wealth Management, Inc.
  Woodstock, GA

Previous Registrations

• 2016-04-19 → 2018-11-09
  Woodstock Financial Group, Inc.
  Lawrenceville, GA
  Woodstock, GA
  Woodstock, GA
  Lawrenceville, GA
• 2014-12-11 → 2016-03-31
  Kovack Advisors, Inc.
  Marietta, GA
  Ft. Lauderdale, FL
• 2010-10-07 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Acworth, GA
  Lawrenceville, GA
• 2010-03-12 → 2010-09-01
  Money Concepts Capital Corp
  Acworth, GA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Acworth, GA
• 2005-10-14 → 2008-10-21
  Invest Financial Corporation
  Marietta, GA
  Marietta, GA
  Acworth, GA
  Acworth, GA

Other Businesses

1) Lotus Positions LLC; not investment related; 1309 Field Creek Terrace, Lawrenceville, GA 30043; Entity to pay office expenses for relationship with Woodstock Wealth Management, Inc.; 100 percent owner; started 10/07/2010; devotes 1 hour a month of which none are during trading hours; duties include paying office expenses for WWM branch. 2. Lotus Positions Business Development LLC; not investment related; 1309 Field Creek Terrace , Lawrenceville, GA 30043; entity in which I offer non-securities insurance & consult regarding non-securities insurance; 100 percent owner; started 04/2011; devotes approximately 1 hours a month of which none are during trading hours; offer and consult regarding non-securities insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-09
• S65 Uniform Investment Adviser Law Examination
  1997-11-26