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RIA / WealthAdvisor28 years in industry

CURTIS MONTGOMERY MINKS

Advisor at WOODSTOCK WEALTH MANAGEMENT, INC.

Lawrenceville, GA | WOODSTOCK, GA

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Search this name across graphsid dfx:ria:e4b7136c-fe55-3128-baae-e15b495b4215

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2005 to Sep 14, 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: WOODSTOCK WEALTH MANAGEMENT, INC.
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: Nov 26, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 26, 1997
First registration: Oct 14, 2005
Dual registered: no
IAPD individual key: 2692128

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
WOODSTOCK WEALTH MANAGEMENT, INC.	Independent wealth	Jun 25, 2018	n/a	yes	WOODSTOCK, GA\|Lawrenceville, GA	Current employment
WOODSTOCK FINANCIAL GROUP, INC.	Former SEC adviser	Apr 19, 2016	Nov 9, 2018	no	Lawrenceville, GA\|WOODSTOCK, GA\|WOODSTOCK, GA\|Lawrenceville, GA	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Dec 11, 2014	Mar 31, 2016	no	MARIETTA, GA\|FT. LAUDERDALE, FL	Previous registration
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	Former SEC adviser	Oct 7, 2010	Dec 31, 2014	no	ACWORTH, GA\|LAWRENCEVILLE, GA	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Mar 12, 2010	Sep 1, 2010	no	ACWORTH, GA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|ACWORTH, GA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 14, 2005	Oct 21, 2008	no	MARIETTA, GA\|MARIETTA, GA\|ACWORTH, GA\|ACWORTH, 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
WOODSTOCK FINANCIAL GROUP, INC.	WOODSTOCK WEALTH MANAGEMENT, INC.	Nov 9, 2018	Jun 25, 2018	-137	Channel change	RIA to new firm
KOVACK ADVISORS, INC.	WOODSTOCK FINANCIAL GROUP, INC.	Mar 31, 2016	Apr 19, 2016	19	Firm change	Other
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	KOVACK ADVISORS, INC.	Dec 31, 2014	Dec 11, 2014	-20	Bulk transfer	Other
MONEY CONCEPTS ADVISORY SERVICE	RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	Sep 1, 2010	Oct 7, 2010	36	Firm change	Other
INVEST FINANCIAL CORPORATION	MONEY CONCEPTS ADVISORY SERVICE	Oct 21, 2008	Mar 12, 2010	507	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
38095:283472:GA:2018-11-07	Nov 9, 2018	Jun 25, 2018	LAWRENCEVILLE, GA	Firm change after gap

Relationships

Registered with (6)

→ WOODSTOCK WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Jun 25, 2018 to presentfactForm ADV
→ WOODSTOCK FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 19, 2016 to Nov 9, 2018factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Dec 11, 2014 to Mar 31, 2016factForm ADV
→ RESOURCE HORIZONS INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Oct 7, 2010 to Dec 31, 2014factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Mar 12, 2010 to Sep 1, 2010factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 14, 2005 to Oct 21, 2008factForm ADV

Dated events

No dated event names this entity yet.