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Loyd Austine Crowe

Optimum Wealth Management, LLC

Woodstock, GA

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Current Employers
Optimum Wealth Management, Llc

Woodstock, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-04-04
  • GA RA
    APPROVED
    Since 2017-04-04

Branch Locations

Woodstock, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Efficient Market Advisors Llc La Jolla CA 05/2006 03/2017
Lac Wealth Management Woodstock GA 06/2006 Present
Optimum Wealth Management, Llc Woodstock GA 03/2017 Present
  • 05/2006 → 03/2017
    Efficient Market Advisors Llc
    La Jolla, CA
  • 06/2006 → Present
    Lac Wealth Management
    Woodstock, GA
  • 03/2017 → Present
    Woodstock, GA
Previous Registrations
  • 2010-02-08 → 2017-10-10
    Efficient Market Advisors, Llc
    Woodstock, GA
Other Businesses

PRESIDEND OF LAC WEALTH MGMT, INC, SINCE 10/2005. INVESTMENT RELATED 10 HOURS PER MONTH. MANAGING PARTNER P&C PARTNERSHIP, LLC INVESTMENT RELATED 6040 CAMP BOWIE BLVD SUITE H, FORT WORTH, TX 76016, PRIVATE PARTNERSHIP ADMINISTRATIVE & INVESTMENT MATTERS OF THE PARTNERSHIP 150 HOURS PER MONTH, STARTED 3/2009

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-14
S63 Uniform Securities Agent State Law Examination 1995-09-14
  • S65 Uniform Investment Adviser Law Examination
    2010-01-14
  • S63 Uniform Securities Agent State Law Examination
    1995-09-14

View on SEC IAPD

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