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Current Employers
Optivise Advisory Services Llc

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2021-01-04
  • AR RA
    APPROVED
    Since 2021-01-04

Branch Locations

10301 Maumelle Blvd, North Little Rock, AR 72113 • 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
Pinnacle Wealth Management Group Little Rock AR 11/2009 Present
Brookstone Capital Management Wheaton IL 07/2010 01/2020
Optivise Advisory Services Franklin TX 01/2020 Present
  • 11/2009 → Present
    Pinnacle Wealth Management Group
    Little Rock, AR
  • 07/2010 → 01/2020
    Brookstone Capital Management
    Wheaton, IL
  • 01/2020 → Present
    Optivise Advisory Services
    Franklin, TX
Previous Registrations
Other Businesses

ARKANSAS FINANCIAL CONSULTANTS, INC. APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. HAS ENROLLED IN THE PLANMYBENEFIT.COM SOCIAL SECURITY COUNSELOR NETWORK. College Funding Solutions, Inc., Independent Representative providing services to help families and students through the college funding process. Arkansas College Planning Group - President September 1, 2018 to Present: organizes and presents pre-college help with ACT, SAT, and possible lower tuition.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-09
S65 Uniform Investment Adviser Law Examination 2010-06-29
  • S63 Uniform Securities Agent State Law Examination
    2010-11-09
  • S65 Uniform Investment Adviser Law Examination
    2010-06-29

View on SEC IAPD

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