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Current Employers
Optivise Advisory Services Llc

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-01-08
  • GA RA
    APPROVED
    Since 2021-01-08

Branch Locations

Woodstock, GA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Freedom Consultants Llc Alexandria LA 03/2008 Present
The Optimized Ria, Inc. Dba Blue Duck Roswell GA 06/2016 07/2019
Optivise Advisory Services, Llc Coppell TX 06/2019 Present
Financial Pathfinder, Llc Roswell GA 06/2019 Present
  • 03/2008 → Present
    Freedom Consultants Llc
    Alexandria, LA
  • 06/2016 → 07/2019
    The Optimized Ria, Inc. Dba Blue Duck
    Roswell, GA
  • 06/2019 → Present
    Coppell, TX
  • 06/2019 → Present
    Financial Pathfinder, Llc
    Roswell, GA
Previous Registrations
  • 2019-06-13 → 2020-12-31
    Woodstock, GA
  • 2016-08-12 → 2019-06-28
    Blue Duck Wealth Management
    Roswell, GA
  • 2011-05-31 → 2013-01-18
    Alexandria, LA
    Spanish Fort, AL
    Lafayette, LA
  • 2009-09-25 → 2011-03-31
    Direct Capital Advisors
    Alexandria, LA
  • 2005-09-22 → 2008-03-28
    Onyx Wealth Advisors, Inc.
    Dallas, TX
  • 2001-02-06 → 2003-07-21
    Alexandria, LA
Other Businesses

1)FREEDOM CONSULTANTS LLC, NOT INVESTMENT RELATED, ALEXANDRIA, LA,INTERNET WHOLESALE RETAIL, PARTNER/CONSULTANT, 03/2008, 30 HRS/MO, 0 DURING SECURITIES TRADING HRS, HELPS SPOUSE MAINTAIN SITE AND DOES ACCOUNTING FOR BUSINESS. 2) Financial Pathfinder LLC Insurance and Advisory DBA, markets insurance products from various carrier as an independent contractor for those carriers, 80 hours/Mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-19
  • S66 Uniform Combined State Law Examination
    2000-09-19
Designations
Other Names
  • Frank O Akridge
  • Frank O Akridge
  • Frank O Akridge
  • Frank O Akridge

View on SEC IAPD

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