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Uptick Partners, LLC CRD 324250
$1.06B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-01 |
| AR | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
108 North Union Street, Westfield, IN 46074 • United States
777 East Austin, Nacogdoches, TX 75965 • United States
11311 Arcade Drive Suite 210, Little Rock, AR 72212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Carlsbad | CA | 06/2015 | 05/2021 |
| Charles Schwab Bank | Carlsbad | CA | 05/2018 | 05/2021 |
| Legacy Capital Wealth Partners, Llc | Little Rock | AR | 05/2021 | 02/2025 |
| Uptick Partners, Llc | Nacogdoches | TX | 02/2025 | Present |
Olympus Wealth Strategies (DBA); investment related; 11311 Arcade Dr., Suite 210, Little Rock, AR 72212; Founder and Wealth Advisor; 2/2020; 40 hours per month during trading hours, Founder and Wealth Advisor, Owner and investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-17 |
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