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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sc Financial Services, Inc | Scottsdale | AZ | 04/2005 | 03/2023 |
| Optimized Business Transitions, Llc | Scottsdale | AZ | 06/2010 | Present |
| Avior Wealth Management, Llc | Omaha | NE | 03/2023 | 06/2026 |
| Advisory Solutions Group | Scottsdale | AZ | 07/2026 | Present |
OPTIMIZED BUSINESS TRANSACTIONS, LLC - MEMBER MANAGER - SCOTTSDALE, AZ. CONSULTING BUSINESS OWNERS ON THEIR EXIT PLANNING. LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-14 |
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