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Isaac J Russell

Optimal Capital Advisors, LLC

Traverse City, MI

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Current Employers
Optimal Capital Advisors, Llc

12935 Sw Bayshore Dr Suite 305, Traverse City, MI 49684 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-26
  • MI RA
    APPROVED
    Since 2024-12-26

Branch Locations

12935 Sw Bayshore Dr Suite 305, Traverse City, MI 49684 • 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
Boathouse Restaurant Traverse City MI 06/2015 08/2018
Optimal Capital Advisors, Llc Traverse City MI 05/2018 08/2018
Michigan State University East Lansing MI 09/2016 12/2018
Optimal Capital Advisors, Llc Traverse City MI 01/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-03
  • S65 Uniform Investment Adviser Law Examination
    2019-06-03

View on SEC IAPD

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