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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
13750 San Pedro Ave Suite 520, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dpo Insurance Agency, Inc. | San Antonio | TX | 07/2015 | Present |
| Ministry Benefit Investments, Llc | Coppell | TX | 03/2016 | Present |
| Optivise Advisory Services | Franklin | TN | 11/2019 | Present |
DPO Insurance Agency, Inc., Investment related, 13750 San Pedro Ave., Ste 520, San Antonio, TX 78232, Insurance Agency, Mr. Ouellette is an insurance agent, Start date: 07/2015, 160 hours/month, 6.5 hours/day during securities trading hours, markets and sells insurance products and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
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