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Inactive

Cory Bruce Carlton

Optivise Advisory Services LLC

Franklin, TN

Spring Hill, TN

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Current Employers
Optivise Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-12-20
  • TN RA
    APPROVED
    Since 2024-12-20

Branch Locations

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

Spring Hill, TN • 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
Both Hands Fianacial Group Brentwood TN 02/2016 Present
First Advisors National, Llc Spring Hill TN 10/2024 12/2024
Optivise Advisory Services, Llc Spring Hill TN 12/2024 Present
Previous Registrations
Other Businesses

Both Hands Financial Group, NOT investment related, Brentwood, TN, Insurance Services, Chief Executive Officer, 02/2016, 40 hrs / week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-19

View on SEC IAPD

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