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Ryan Michael Thomason

Optivest, Inc.

San Juan Capistrano, CA

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Current Employers
Optivest, Inc.

30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-20
  • CA RA
    APPROVED
    Since 2020-11-20

Branch Locations

30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City National Rochdale Los Angeles CA 07/2014 07/2020
Optivest, Inc. San Juan Capistrano CA 08/2020 Present
Gramercy Securities, Inc. San Juan Capistrano CA 08/2020 Present
  • 07/2014 → 07/2020
    City National Rochdale
    Los Angeles, CA
  • 08/2020 → Present
    Optivest, Inc.
    San Juan Capistrano, CA
  • 08/2020 → Present
    Gramercy Securities, Inc.
    San Juan Capistrano, CA
Previous Registrations
Other Businesses

OPTIVEST INC., REGISTERED INVESTMENT ADVISOR, STARTED 08/2020, ADVISORY AGENT, SAN JUAN CAPISTRANO, CA, SPENDS APPROXIMATELY 60% OF TIME PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-15
  • S66 Uniform Combined State Law Examination
    2015-01-15
Other Names
  • Ryan Thomason

View on SEC IAPD

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DEAN ARTHUR ROMO

Other Offices

LPL FINANCIAL LLC · SAN JUAN CAPISTRANO, CA
HIGHTOWER ADVISORS, LLC · San Juan Capistrano, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAN JUAN CAPISTRANO, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Juan Capistrano, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAN JUAN CAPISTRANO, CA
INDEPENDENT FINANCIAL GROUP, LLC · SAN JUAN CAPISTRANO, CA
EDWARD JONES · SAN JUAN CAPISTRANO, CA
COOPER MCMANUS · SAN JUAN CAPISTRANO, CA

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