DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Terry Lucas Minton
Feed of 09/14/2026
Also filed as Terry Minton
At current firm
0 y
since Dec 5, 2025
In the industry
16 y
since Nov 5, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Money Concepts Advisory Service BD affiliated currentsince Dec 5, 2025 · Jacksonville, Ar
- Trutoro formerNov 7, 2019 to Dec 10, 2025 · Jacksonville, Ar
- Avantax Advisory Services formerAug 27, 2014 to Nov 15, 2019 · Ward, Ar
- Genwealth Financial Advisors, LLC unclassifiedNov 2, 2011 to Oct 3, 2014 · Bryant, Ar
- LPL Financial LLC BD affiliatedJun 2, 2011 to Sep 12, 2014 · Alexander, Ar
- Edward Jones national BDNov 10, 2009 to Mar 30, 2011 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Trutoro to Money Concepts Advisory Serviceleft Dec 10, 2025, registered Dec 5, 2025 (-5 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Avantax Advisory Services to Trutoroleft Nov 15, 2019, registered Nov 7, 2019 (-8 days) · Affiliated broker-dealer or bank to independent RIA
- Genwealth Financial Advisors, LLC to Avantax Advisory Servicesleft Oct 3, 2014, registered Aug 27, 2014 (-37 days) · Other
- LPL Financial LLC to Genwealth Financial Advisors, LLCleft Sep 12, 2014, registered Nov 2, 2011 (-1045 days) · Other
- Edward Jones to LPL Financial LLCleft Mar 30, 2011, registered Jun 2, 2011 (64 days) · Other
Signals
- Terry Lucas Minton left Trutoro for Money Concepts Advisory Service (registered 2025-12-05)Dec 10, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address