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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-16 |
Branch Locations
5733 W. Grande Market Suite B, Appleton, WI 54913 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Wealth, Inc. | Allen | TX | 08/2015 | 12/2018 |
| Sb Financial Group | Appleton | WI | 03/2007 | Present |
| Optivise Advisory Services | Franklin | TN | 02/2021 | Present |
04/2007 - Present: SB Financial Group Life Insurance & Annuities, President/Insurance Agent 100 hrs/month, 20 hrs during trading, sell insurance related products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-20 |
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