Best Investors
Account
Sign in
Best Investors
Account
Sign in
Optimum Financial Services, LLC CRD 105878
$300M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1817 Crane Ridge Drive Suite 200, Jackson, MS 39216-4902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-08-02 |
| TX | RA | APPROVED_RES | 2018-09-12 |
Branch Locations
1817 Crane Ridge Drive Suite 200, Jackson, MS 39216-4902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimum Financial Services, Llc | Jackson | MS | 01/2015 | Present |
NAME OF BUSINESS; TRIANGLE PROPERTIES, INC. 900 JULIA STREET ISOLA, MS 38754, RENTAL PROPERTY INVESTMENTS, SECRETARY/TREAS., DIRECTOR STARTED 1989 1 HOUR PER MONTH, 0 HOURS PER MONTH TO OTHER BUSINESSES DURING TRADING HOURS, MANAGEMENT OF RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-09 |
Reach out to this advisor