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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-05 |
| ME | RA | APPROVED | 2021-04-06 |
Branch Locations
109 Holiday Court Suite A6, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panthrex Asset Management,Llc (Pka Ministry Benefit Investments) | Coppell | TX | 08/2015 | Present |
| Optivise Advisory Services, Llc | Coppell | TX | 02/2019 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 04/2019 | 05/2019 |
DBA - MOUNTAIN BROOKE WEALTH MANAGEMENT FIXED INSURANCE 40HRS PER WEEK INVESTMENT RELATED Financial Archetics and Consultants. FinTech, Managing Member, Investment Related, Data Gathering and risk assessment tool. 15 hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-20 |
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