Best Investors
Account
Sign in
Best Investors
Account
Sign in
3355 Lenox Road Ne Suite 1000, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-14 |
| TX | RA | APPROVED_RES | 2022-03-23 |
| GA | RA | APPROVED | 2022-02-07 |
Branch Locations
3355 Lenox Road Ne Suite 1000, Atlanta, GA 30326 • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truewealth Management Llc | Atlanta | GA | 01/2015 | 11/2020 |
| Capital Directions Llc | Atlanta | GA | 12/2020 | 02/2021 |
| Truewealth, Llc | Atlanta | GA | 01/2015 | 11/2020 |
| Facet Wealth | Atlanta | GA | 03/2021 | 12/2021 |
| Facet Wealth | Atlanta | GA | 03/2021 | 12/2021 |
| Motus Wealth, Llc. | Atlanta | GA | 12/2021 | Present |
| Origin Financial | San Francisco | CA | 01/2022 | Present |
Terry Montano is contracted out as a financial planner for Blend Financial, Inc. dba Origin Financial.
Reach out to this advisor