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Ryan Hart

Optas, LLC

Dripping Springs, TX

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Current Employers
Optas, Llc

15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
WA RA APPROVED 2025-04-30
CA RA APPROVED 2019-12-05
  • TX RA
    APPROVED
    Since 2025-04-30
  • WA RA
    APPROVED
    Since 2025-04-30
  • CA RA
    APPROVED
    Since 2019-12-05

Branch Locations

15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620 • 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
OrganizationCityStateFromTo
Optas, Llc San Francisco CA 05/2019 Present
Wells Fargo Advisors San Francisco CA 09/2018 05/2019
Kern Segal & Murray San Francisco CA 06/2017 09/2018
University Of California Berkeley Berkeley CA 08/2013 06/2017
  • 05/2019 → Present
    Optas, Llc
    San Francisco, CA
  • 09/2018 → 05/2019
    Wells Fargo Advisors
    San Francisco, CA
  • 06/2017 → 09/2018
    Kern Segal & Murray
    San Francisco, CA
  • 08/2013 → 06/2017
    University Of California Berkeley
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-05
  • S65 Uniform Investment Adviser Law Examination
    2019-12-05
Designations
Other Names
  • Ryan Klippel

View on SEC IAPD

Other Firms

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EDWARD JONES
CURRAN FINANCIAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEGACY WEALTH MANAGEMENT, LLC
FREESTYLE MANAGEMENT, L.L.C.

Other Investors

Colten Napier
Kenneth M Patterson
JEFFREY WILLIS DURKEE
Kendall Simpson
Gavin James Loftus
Nicole Christine Babin
Michelle Miller Florander
SUSAN OBRIEN CURRAN

Other Offices

J.P. MORGAN SECURITIES LLC · DRIPPING SPRINGS, TX
EDWARD JONES · DRIPPING SPRINGS, TX
CURRAN FINANCIAL PARTNERS, LLC · DRIPPING SPRINGS, TX
WELLS FARGO CLEARING SERVICES, LLC · DRIPPING SPRINGS, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · DRIPPING SPRINGS, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dripping Springs, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dripping Springs, TX
LEGACY WEALTH MANAGEMENT, LLC · Dripping Springs, TX

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