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Craig Steven Black

Optivise Advisory Services LLC

Franklin, TN

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Current Employers
Optivise Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-01-30
  • FL RA
    APPROVED
    Since 2020-01-30

Branch Locations

109 Holiday Ct Suite A6, Franklin, TN 37067 • 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
Ae Wealth Management, Llc Topeka KS 06/2019 01/2020
Black Dynasty, Llc Brooksville FL 01/2015 Present
Consolidated Tax & Financial Spring Hill FL 10/2015 Present
Compass Wealth Group, Llc Spring Hill FL 01/2019 Present
Optivise Advisory Services Franklin TN 01/2020 Present
  • 06/2019 → 01/2020
    Topeka, KS
  • 01/2015 → Present
    Black Dynasty, Llc
    Brooksville, FL
  • 10/2015 → Present
    Consolidated Tax & Financial
    Spring Hill, FL
  • 01/2019 → Present
    Compass Wealth Group, Llc
    Spring Hill, FL
  • 01/2020 → Present
    Optivise Advisory Services
    Franklin, TN
Previous Registrations
Other Businesses

1.) BLACK DYNASTY, LLC; YES INVESTMENT RELATED; 22295 WISE OWL RD, BROOKSVILLE, FL 34602; HOLDING COMPANY; OWNER; 02/2015; APPROX 16 HRS/MONTH; MANAGING ASSETS. Parent company to Consolidated Financial & Tax and Compass Wealth Group. ___________________________________________________________________________ 2.) CONSOLIDATED FINANCIAL & TAX; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606 ; INSURANCE SALES; OWNER; 10/2015; APPROX 72 HRS/MONTH; INSURANCE SALES AND SERVICES. ___________________________________________________________________________ 3.) COMPASS WEALTH GROUP; FINANCIAL; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606; OWNER; 01/2019; 72 HRS/MONTH; FINANCIAL INVESTMENTS 4.) Black Ops GP; non investment related; commercial ranch/farm, 22295 Wise Owl RD Brooksville, FL 34602, Owner, Stated 05/2017, 5 hrs/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2011-11-08
  • S65 Uniform Investment Adviser Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2011-11-08

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