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1745 Route 9, Suite D, Clifton Park, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED_RES | 2021-12-09 |
| MA | RA | APPROVED | 2021-08-10 |
| NY | RA | APPROVED | 2021-08-04 |
Branch Locations
1745 Route 9, Suite D, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimus Wealth Management Group, Inc. | Clifton Park | NY | 08/2021 | Present |
| The Optimus Group Llc | Clifton Park | NY | 11/2018 | Present |
| Fm Global | Johnston | RI | 01/2015 | 10/2019 |
The Optimus Group, LLC; investment related; Clifton Park, NY; Insurance; Insurance Agent; Started 11/2019; 64 hours spent in this business and 64 during trading hours; insurance product sales and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-26 |
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