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Woodstock, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-14 |
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