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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-11 |
Branch Locations
510 Floral Vale Blvd, Yardley, PA 19067 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2015 | 04/2017 |
| Gode, Llc | Washington Crossing | PA | 05/2005 | Present |
| Optimal Wealth Services | Yardley | PA | 10/2012 | Present |
| Thrive Capital Management, Llc Dba Optimal Wealth Services | Yardley | PA | 06/2017 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2013 | 04/2017 |
| Thrive Insurance Group, Llc | Fort Washington | PA | 05/2017 | 02/2021 |
| Thrive Financial Services, Llc | Fort Washington | PA | 05/2017 | 02/2021 |
| Optimal Wealth Services | Yardley | PA | 08/2023 | Present |
1) ELIZABETH GOSEK POSITION: Agent NATURE: Insurance - Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 509 FLORAL VALE BLVD, YARDLEY PA 19067, United States DESCRIPTION: Insurance sales - Life 2) GODE, LLC POSITION: OWNER NATURE: Other - Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 509 FLORAL VALE BLVD, YARDLEY PA 19067, United States DESCRIPTION: record keeping, managing tenants, receive rental payments 3) OPTIMAL WEALTH SERVICES POSITION: Owner NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2014 ADDRESS: 509 FLORAL VALE BLVD, YARDLEY PA 19067, United States DESCRIPTION: marketing and administrative purposes related to securities and insurance business 4) POLISH SLAVIC CENTER POSITION: Member of Audit Committee NATURE: Charity/Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 509 FLORAL VALE BLVD, YARDLEY PA 19067, United States DESCRIPTION: Participation in monthly meetings and collaboration with the board to organize events for the community
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-10 |
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