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RIA / WealthAdvisor25 years in industry

MICHAEL RAY WALLIN

Advisor at OPTIVISE ADVISORY SERVICES LLC

Franklin, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 9, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OPTIVISE ADVISORY SERVICES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 20, 2000
First registration: Jun 9, 2008
Dual registered: no
Other names: RAY WALLIN
IAPD individual key: 4264135

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Apr 6, 2021	n/a	yes	Franklin, TN	Current employment
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Oct 21, 2019	Dec 31, 2020	no	Franklin, TN	Previous registration
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Apr 18, 2019	May 20, 2019	no	Franklin, TN\|CHICAGO, IL	Previous registration
PANTHREX ASSET MANAGEMENT LLC	Former SEC adviser	Nov 5, 2015	Jul 29, 2021	no	BRENTWOOD, TN\|Franklin, TN	Previous registration
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Oct 30, 2013	Feb 22, 2016	no	NASHVILLE, TN\|BRENTWOOD, TN\|BRENTWOOD, TN	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jun 9, 2008	Oct 28, 2013	no	THOMPSON STATION, TN\|WHEATON, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PANTHREX ASSET MANAGEMENT LLC	ARETE WEALTH ADVISORS, LLC	Jul 29, 2021	Apr 18, 2019	-833	Firm change after gap	Other
ARETE WEALTH ADVISORS, LLC	OPTIVISE ADVISORY SERVICES LLC	May 20, 2019	Oct 21, 2019	154	Firm change	Ibd to new firm
VIRTUE CAPITAL MANAGEMENT, LLC	PANTHREX ASSET MANAGEMENT LLC	Feb 22, 2016	Nov 5, 2015	-109	Firm change after gap	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	VIRTUE CAPITAL MANAGEMENT, LLC	Oct 28, 2013	Oct 30, 2013	2	Firm change	Other

Relationships

Registered with (5)

→ OPTIVISE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Oct 21, 2019 to Dec 31, 2020factForm ADV
→ PANTHREX ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Jul 29, 2021factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 18, 2019 to May 20, 2019factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 30, 2013 to Feb 22, 2016factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 9, 2008 to Oct 28, 2013factForm ADV

Dated events

No dated event names this entity yet.