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Lance Wayne Riddle

Optimal Wealth Advisors, LLC

Dallas, TX

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Current Employers
Optimal Wealth Advisors, Llc

4100 Spring Valley Road Suite 830, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-09
  • TX RA
    APPROVED
    Since 2019-01-09

Branch Locations

4100 Spring Valley Road Suite 830, Dallas, TX 75244 • 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
Optimal Wealth Advisors, Llc (Formerly Optimalfolios, Llc) Dallas TX 04/2009 Present
  • 04/2009 → Present
    Optimal Wealth Advisors, Llc (Formerly Optimalfolios, Llc)
    Dallas, TX
Previous Registrations
Other Businesses

1992 to Present - INDEPENDENT INSURANCE AGENT - 50% of his time on this activity with some during market hours. Same office address.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-12-31
S63 Uniform Securities Agent State Law Examination 1992-01-17
  • S65 Uniform Investment Adviser Law Examination
    1992-12-31
  • S63 Uniform Securities Agent State Law Examination
    1992-01-17
Designations

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
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KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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