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Schererville, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvera Capital, Llc | Glen Ellyn | IL | 10/2015 | 12/2019 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 02/2016 | 03/2024 |
| U.S. Bank | Chicago | IL | 03/2024 | 08/2024 |
| Optimized Capital, Llc | Schererville | IN | 10/2025 | Present |
| Unemployed | Glen Ellyn | IL | 08/2024 | 10/2025 |
BONIVENTURES, INC; NON-INVESTMENT RELATED; 847 GLEN CREST DR, GLEN ELLYN, IL 60137; CONSULTING; PRESIDENT; 2003; 2 HRS/MONTH NON TRADING HOURS; A NON-INVESTMENT RELATED CONSULTING FIRM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-25 |
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