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533 Airport Blvd Suite 400, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| CA | RA | APPROVED | 2015-05-13 |
Branch Locations
533 Airport Blvd Suite 400, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optura Advisors, Inc | Fremont | CA | 04/2015 | Present |
| Self Employed | Fremont | CA | 04/2014 | Present |
| Optura Insurance Solutions | Fremont | CA | 05/2019 | Present |
| Optura Ventures, Llc | Fremont | CA | 03/2018 | Present |
| Alternativ Wealth | Fremont | CA | 01/2022 | 04/2023 |
1) OPTURA INSURANCE SOLUTIONS - INDEPENDENT INSURANCE AGENT - INVESTMENT RELATED - INSURANCE SALES - 30% OF HIS TIME WITH SOME DURING MARKET HOURS. INDEPENDENT AGENT STARTED IN 04/2014. OPTURA INSURANCE FORMED 05/2019. 2) OPTURA VENTURES, LLC - CONSULTING FOR NEWLY FORMED BUSINESSES, TAX PREP SINCE 2018 - 32 HOURS PER MONTH ON INVESTMENT ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
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