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David Michael Bilby

Optimized Investment Partners, LLC

Cardiff, CA

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Current Employers
Optimized Investment Partners, Llc

Cardiff, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-28
  • CA RA
    APPROVED
    Since 2022-07-28

Branch Locations

Cardiff, CA • 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 Of Chula Vista Chula Vista CA 04/2015 06/2021
Optimized Investment Partners, Llc. Cardiff CA 05/2022 Present
Unemployed/Contractor Cardiff CA 06/2021 05/2022
  • 04/2015 → 06/2021
    City Of Chula Vista
    Chula Vista, CA
  • 05/2022 → Present
    Optimized Investment Partners, Llc.
    Cardiff, CA
  • 06/2021 → 05/2022
    Unemployed/Contractor
    Cardiff, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-23
  • S65 Uniform Investment Adviser Law Examination
    2022-03-23

View on SEC IAPD

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