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.

Current firm

MTC WEALTH MANAGEMENT

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 17, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

48

Designations

Chartered Financial Analyst

First registration

Oct 17, 2001

Dual registered

no

IAPD individual key

1369132

• Occurred

  Dec 15, 2023
  Advisor changed firm

  Jeffrey James Terrell left Truist Advisory Services, Inc. for Mtc Wealth Management (registered 2024-05-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b5ec4440-c173-e1f0-5399-4446fe0e20cf

First observed

Oct 17, 2001

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.