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Schererville, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-07 |
| IL | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimized Financial Specialists ,Llc | Chicago | IL | 03/2004 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2015 | 03/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2015 | 03/2020 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 03/2020 | 12/2024 |
| Optimized Capital, Llc | Chicago | IL | 12/2024 | Present |
1) NAME OF OTHER BUSINESS: HEALTH & P&C INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, HEALTH & P&C INSURANCE START DATE: 9/2015, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES INSURANCE AGENT, SELLS HEALTH, PROPERTY AND CASUALTY. 2)OPTIMIZED FINANCIAL SPECIALISTS ,LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, HEALTH & P&C INSURANCE, STARTED 2005, OWNER, APX 20 HOURS PER MONTH, THE SAME DURING TRADING HOURS, SALES: INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-12 |
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