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Optivise Advisory Services LLC CRD 301764
$288M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Agency | Arlington | TX | 05/2005 | Present |
| Uber | Arlington | TX | 07/2015 | 08/2018 |
| Mossom | Arlington | TX | 04/2001 | Present |
| Panthrex Asset Management, Pka Ministry Benefit Investments | Coppell | TX | 05/2016 | Present |
| Optivise Advisory Services, Llc | Coppell | TX | 05/2019 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. THE SALE OF FIXED INSURANCE PRODUCTS WILL TAKE 50% OF MY TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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