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Current Employers
Optivise Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-04-06
TX RA APPROVED_RES 2022-09-14
AR RA APPROVED 2021-01-08
OK RA APPROVED 2021-01-08
  • MO RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED_RES
    Since 2022-09-14
  • AR RA
    APPROVED
    Since 2021-01-08
  • OK RA
    APPROVED
    Since 2021-01-08

Branch Locations

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

Mckee Center 2894 N Mckee Cir Suite 115, Fayetteville, AR 72703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Tulsa OK 08/2002 06/2017
Pfs Investments Inc Tulsa OK 12/2013 06/2017
Cambridge Soundworks Stillwater OK 01/2013 11/2017
Madison Avenue Securities, Llc San Diego CA 06/2017 01/2018
Integrity Financial Services, Llc Tulsa OK 06/2017 02/2019
Redhawk Wealth Advisors, Inc. Minneapolis MN 01/2018 02/2019
Eazycorals.cOm Stillwater OK 06/2013 Present
Southeast Investments, N.C. Inc. Charlotte NC 01/2018 Present
Ramsey Solutions Brentwood TN 07/2017 02/2019
Optivise Advisory Services Coppell TX 05/2019 Present
401K Educate Bentonville AR 05/2019 Present
Ramsey Solutions Franklin TN 08/2019 Present
401K Wealth Management Bentonville AR 08/2019 Present
  • 08/2002 → 06/2017
    Primerica Financial Services
    Tulsa, OK
  • 12/2013 → 06/2017
    Pfs Investments Inc
    Tulsa, OK
  • 01/2013 → 11/2017
    Cambridge Soundworks
    Stillwater, OK
  • 06/2017 → 01/2018
    San Diego, CA
  • 06/2017 → 02/2019
    Integrity Financial Services, Llc
    Tulsa, OK
  • 01/2018 → 02/2019
    Minneapolis, MN
  • 06/2013 → Present
    Eazycorals.cOm
    Stillwater, OK
  • 01/2018 → Present
    Southeast Investments, N.C. Inc.
    Charlotte, NC
  • 07/2017 → 02/2019
    Ramsey Solutions
    Brentwood, TN
  • 05/2019 → Present
    Optivise Advisory Services
    Coppell, TX
  • 05/2019 → Present
    401K Educate
    Bentonville, AR
  • 08/2019 → Present
    Ramsey Solutions
    Franklin, TN
  • 08/2019 → Present
    401K Wealth Management
    Bentonville, AR
Previous Registrations
Other Businesses

NAME: EASYCORALS.COM; INV RELATED: NO; ADDRESS: 2600 E Pleasant Ln, Rogers, AR 72758; NATURE: PROPAGATION AND SELL OF SALTWATER CORALS; POSITION: SOLE OWNER; START DATE:06/2013; HOURS/MONTH: 4; TRADING HOURS/MONTH: 0; DUTIES: MARKETING, SALES, MANAGEMENT, AND OPERATIONS. 401k Educate: 2500 NE 11th St, Suite 256, Bentonville, AR 72712. 05/2019. I am the owner of this investment-related 401k business. I will devote 160 hours per month to this business. I am compensated by fees. Optivise Advisory Services, LLC: 9111 Cypress Waters Blvd, Suite 140, Dallas, TX 75019. 05/2019. I am a investment advisor representative with this RIA firm. I will devote 150 hours per month to this business. I am compensated by fees. Ramsey Solutions: 1011 Reams Fleing Blvd, Franklin, TN 37064. 08/2019. I a a SmartVestor Pro with this client lead service. I will devote 80 hours per month to this business. I am compensated by commissions and fees. 401k Wealth Management: 2500 NE 11th St, Suite 256, Bentonville, AR 72712. 08/2019. I am owner of this financial planning DBA. I will devote 80 hours per month to this business. I am compensated by fees and commissions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
S63 Uniform Securities Agent State Law Examination 2003-05-09
  • S66 Uniform Combined State Law Examination
    2017-07-07
  • S63 Uniform Securities Agent State Law Examination
    2003-05-09

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