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222 S Mill Ave Ste 800, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| AZ | RA | APPROVED | 2019-11-14 |
Branch Locations
222 S Mill Ave Ste 800, Tempe, AZ 85281 • United States
7014 E Camelback Road Suite B100A, Scottsdale, AZ 85251 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch | Scottsdale | AZ | 02/2013 | 09/2019 |
| Optima Capital Management | Scottsdale | AZ | 09/2019 | Present |
| Amphibian Capital | Tempe | AZ | 06/2021 | Present |
| Merrill Lynch | Scottsdale | AZ | 02/2018 | 09/2019 |
Position: General Partner; Business: Amphibian Capital; Location: 222 S Mill Ave Ste 800, Tempe, AZ 85281. Description of the business: Private funds for alternative assets; Responsibilities: Portfolio Management; Start date with business 6/2021; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 15%. Position: Yoga Teacher; Business: Ecstatic Vinyasa; Investment Related: No; Location: 2531 N 49th Pl, Phoenix, AZ 85008; Description of the business: Yoga Studio; Responsibilities Duties: Teach yoga, breathwork, and sound; Start date with business: 4/2020; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-14 |
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