Margaret Thamer Mayer

Current Employers

Optivise Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2021-01-08

GA RA
APPROVED

Since 2021-01-08

Branch Locations

Alpheratta, GA • United States

Howard Capital Management, Llc

415 South Broad Street, Alpharetta, GA 30009 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2016-03-09

GA RA
APPROVED

Since 2016-03-09

Branch Locations

415 South Broad Street, Alpharetta, GA 30009 • 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

Organization	City	State	From	To
Howard Capital Management, Inc.	Roswell	GA	06/2015	Present
The Optimized Ria, Inc.	Roswell	GA	06/2016	06/2019
Optivise Advisory Services, Llc	Coppell	TX	06/2019	Present

06/2015 → Present

Howard Capital Management, Inc.

Roswell, GA
06/2016 → 06/2019

The Optimized Ria, Inc.

Roswell, GA
06/2019 → Present

Optivise Advisory Services, Llc

Coppell, TX

Previous Registrations

2019-06-25 → 2020-12-31

Optivise Advisory Services Llc

Alpharetta, GA
2016-09-29 → 2019-06-28

Blue Duck Wealth Management

Roswell, GA

Other Businesses

Ms. Mayer is the sole owner of Milton Financial, LLC. through which she markets investment and insurance products to clients and prospects. Ms. Mayer devotes axp 30 hours a month to these activities. The hours devoted are a mix between market and non market hours and varies from month to month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-02-22

S65 Uniform Investment Adviser Law Examination

2016-02-22

Other Names

Margaret Mayer

View on SEC IAPD