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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2015 | 10/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2015 | 10/2016 |
| Blue Duck Wealth Management | Waco | TX | 05/2017 | 06/2019 |
| Howard Capital Management, Inc. | Waco | TX | 11/2016 | 05/2017 |
| Optivise Advisory Services, Llc | Waco | TX | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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