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Advisor at OPTIMUS WEALTH MANAGEMENT GROUP, INC.
CLIFTON PARK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OPTIMUS WEALTH MANAGEMENT GROUP, INC. | State registered | Mar 26, 2013 | n/a | yes | CLIFTON PARK, NY | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Mar 22, 2011 | Mar 17, 2014 | no | CLIFTON PARK, NY|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | OPTIMUS WEALTH MANAGEMENT GROUP, INC. | Mar 17, 2014 | Mar 26, 2013 | -356 | Firm change after gap | Other |