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RIA / WealthAdvisorCertified Financial Planner11 years in industry

TERRY JAY MONTANO

Advisor at ORIGIN INVESTMENT ADVISORY LLC

ATLANTA, GA | Atlanta, GA | SARASOTA, FL

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Search this name across graphsid dfx:ria:8856a0af-e4f0-0477-c566-032efa20a440

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ORIGIN INVESTMENT ADVISORY LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
First registration: Jan 26, 2017
Dual registered: no
IAPD individual key: 6748977

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOTUS WEALTH	State registered	Feb 7, 2022	n/a	yes	Atlanta, GA	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Feb 7, 2022	n/a	yes	SARASOTA, FL\|ATLANTA, GA	Current employment
Facet	Independent wealth	Mar 25, 2021	Jan 4, 2022	no	WEST PALM BEACH, FL\|Atlanta, GA	Previous registration
CAPITAL DIRECTIONS LLC	Former SEC adviser	Mar 23, 2021	Apr 11, 2023	no	ATLANTA, GA	Previous registration
TRUEWEALTH MANAGEMENT	Former SEC adviser	Jan 26, 2017	Nov 13, 2020	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL DIRECTIONS LLC	Facet	Apr 11, 2023	Mar 25, 2021	-747	Firm change after gap	RIA to RIA
Facet	MOTUS WEALTH	Jan 4, 2022	Feb 7, 2022	34	Firm change	RIA to state RIA
TRUEWEALTH MANAGEMENT	CAPITAL DIRECTIONS LLC	Nov 13, 2020	Mar 23, 2021	130	Firm change	RIA to RIA

Relationships

Registered with (5)

→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ MOTUS WEALTHRegistered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ CAPITAL DIRECTIONS LLCRegistered adviserregistration: previous registration
Mar 23, 2021 to Apr 11, 2023factForm ADV
→ FACETRegistered adviserregistration: previous registration
Mar 25, 2021 to Jan 4, 2022factForm ADV
→ TRUEWEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 26, 2017 to Nov 13, 2020factForm ADV

Dated events

Occurred
Apr 11, 2023
Advisor changed firm
Terry Jay Montano left Capital Directions Llc for Facet (registered 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Jan 4, 2022
Advisor changed firm
Terry Jay Montano left Facet for Origin Investment Advisory Llc (registered 2022-02-07)
Form ADVobserved 5 days ago