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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-08 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-19 |
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