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Optimus Advisory Group CRD 111239
$35.0M regulatory AUM 77 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6 Venture Suite 200, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
| TN | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED_RES | 2017-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimus Advisory Group | Irvine | CA | 05/2008 | Present |
I SELL LIFE AND HEALTH INSURANCE AS AN INDEPENDENT AGENT FOR VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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