Curtis Minks has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Curtis Minks’ longest registration is the current one, 8 years at Woodstock Wealth Management since 2018. Before joining Woodstock Wealth Management in 2018, Curtis Minks was registered through Woodstock Financial Group, Inc. and Kovack Advisors, Inc.
- – present · 8 yearsLawrenceville, GA · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 2 yearsLawrenceville, GA · Adviser representative · Firm CRD 38095
- Kovack Advisors, Inc.– · 1 yearMarietta, GA · Adviser representative · Firm CRD 140808
- Resource Horizons Investment Advisory, Inc.– · 4 yearsLawrenceville, GA · Adviser representative · Firm CRD 143384
- Money Concepts Capital Corp– · under a yearAcworth, GA · Adviser representative · Firm CRD 12963
- Invest Financial Corporation– · 3 yearsMarietta, GA · Adviser representative · Firm CRD 12984
Investment adviser representative registrations
Curtis Minks is registered as an investment adviser representative in 2 states. The first approvals date from June 2018; the most recent is Alabama, in August 2019.
- AlabamaSince 13 August 2019
- GeorgiaSince 25 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 31 December 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 1997 |
| Series 7 | General Securities Representative Examination | 22 December 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Curtis Montgomery Minks
- CRD
- 2692128
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- Lawrenceville, GA
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Curtis Minks work?
Curtis Minks is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Curtis Minks a financial advisor?
Yes. Curtis Minks has a current investment-adviser registration in Alabama and Georgia, through Woodstock Wealth Management since June 2018.
How many years of experience does Curtis Minks have?
Curtis Minks has 26 years in the financial industry, since February 2000, across 6 adviser firms.
What exams has Curtis Minks passed?
Curtis Minks has passed 4 licensing exams: the Series 7, Series 65, Series 31 and Series 63. The earliest, the Series 7, was passed in December 1995. FINRA credited Curtis Minks with the SIE, which began in October 2018.
Where did Curtis Minks work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Curtis Minks was registered through Kovack Advisors, Inc., December 2014 to March 2016; Resource Horizons Investment Advisory, Inc., October 2010 to December 2014; Money Concepts Capital Corp, March 2010 to September 2010; Invest Financial Corporation, October 2005 to October 2008.
Where is Curtis Minks based?
Curtis Minks’ registered office is in Lawrenceville, GA.
Is Curtis Minks registered with FINRA?
No. Curtis Minks has no current broker registration.
How can I verify Curtis Minks’ record?
Search CRD 2692128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Minks’ full registration record.