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542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-13 |
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