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Current Employers
Motiv8 Investments Llc

542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-04-20
  • GA RA
    APPROVED
    Since 2021-04-20

Branch Locations

542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States

3633 Wheeler Rd. Suite 210, Augusta, GA 30909 • 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
The Boggs Group Augusta GA 06/2010 10/2018
Fusion Capital Mt. Pleasant SC 07/2012 03/2021
Motiv8 Investments Llc Augusta GA 04/2021 Present
Optimal Wealth Strategies Augusta GA 10/2016 Present
  • 06/2010 → 10/2018
    The Boggs Group
    Augusta, GA
  • 07/2012 → 03/2021
    Fusion Capital
    Mt. Pleasant, SC
  • 04/2021 → Present
    Augusta, GA
  • 10/2016 → Present
    Optimal Wealth Strategies
    Augusta, GA
Previous Registrations
Other Businesses

Tax preparation and advisement along with Financial coaching. Compensation based on hourly rates Stephen Glynn Dyer works at Tillys Zooms LLC d/b/a Pure Barre Augusta; Investment related: No; Location: 2907 Washington Rd Ste 202 Augusta GA 30909; Description: I am listed as the guarantor of the lease that Tilly Zooms LLC has signed for the lease of the building space for the next 2 years. Tilly Zooms LLC is structured as a single-member LLC, and I am not holding any capacity or position in the company; Start date: 2024-02-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Allyn Dyer. Stephen Glynn Dyer is an Owner at Optimal Wealth & Taxes, LLC; Investment related: No; Location: 1223 George C Wilson Dr AUGUSTA GA 30909-4502; Description of the business: Personal Tax Preparation; Responsibilities Duties: Prepare and file personal and limited small business tax returns; Start date with business: 2010-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 6; Contact person at the organization: Stephen Dyer; Website address for the organization: www.optimalwealthstrategies.com. Optimal Wealth and Insurance, LLC: Investment related: No; Location: 1223 George C Wilson Dr AUGUSTA GA 30909-4502; Description of the business: Insurance Agent; Responsibilities Duties: Selling Insurance to individuals; Start date with business: 2010-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 6; Contact person at the organization: Stephen Dyer; Website address for the organization: www.optimalwealthstrategies.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-13
  • S65 Uniform Investment Adviser Law Examination
    2011-08-13
Designations

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