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RIA / WealthAdvisor43 years in industry

ALLEN PARNELL HARGIS

Advisor at OPTIVISE ADVISORY SERVICES LLC

Hot Springs Village, AR

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Search this name across graphsid dfx:ria:72eba018-3f06-775e-bc17-62ce8839a6fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 21, 2003 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: Apr 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 23, 2002
First registration: May 21, 2003
Dual registered: no
IAPD individual key: 4599491

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	Jan 4, 2021	n/a	yes	Hot Springs Village, AR	Current employment
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Nov 4, 2019	Dec 31, 2020	no	Hot Springs Village, AR	Previous registration
PANTHREX ASSET MANAGEMENT LLC	Former SEC adviser	Nov 5, 2015	Dec 31, 2019	no	Hot Springs Village, AR	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Aug 24, 2015	Mar 1, 2016	no	HOT SPRINGS VILLAGE, AR	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Sep 10, 2013	Aug 4, 2015	no	Urbandale, IA\|HOT SPRINGS, AR\|HOT SPRINGS VILLAGE, AR	Previous registration
HIGH STREET ASSET MANAGEMENT, LLC	n/a	Jan 25, 2011	Aug 6, 2013	no	HOT SPRINGS VILLAGE, AR\|HOT SPRINGS, AR	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 21, 2003	Feb 18, 2010	no	HOT SPRINGS, AR\|Hot Springs Village, AR	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	OPTIVISE ADVISORY SERVICES LLC	Dec 31, 2019	Nov 4, 2019	-57	Firm change after gap	RIA to new firm
COPPELL ADVISORY SOLUTIONS LLC	PANTHREX ASSET MANAGEMENT LLC	Mar 1, 2016	Nov 5, 2015	-117	Firm change after gap	Other
INTEGRITY ALLIANCE, LLC	COPPELL ADVISORY SOLUTIONS LLC	Aug 4, 2015	Aug 24, 2015	20	Firm change	Other
HIGH STREET ASSET MANAGEMENT, LLC	INTEGRITY ALLIANCE, LLC	Aug 6, 2013	Sep 10, 2013	35	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	HIGH STREET ASSET MANAGEMENT, LLC	Feb 18, 2010	Jan 25, 2011	341	Firm change	Other

Relationships

Registered with (6)

→ OPTIVISE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Nov 4, 2019 to Dec 31, 2020factForm ADV
→ PANTHREX ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Dec 31, 2019factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Aug 24, 2015 to Mar 1, 2016factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Sep 10, 2013 to Aug 4, 2015factForm ADV
→ HIGH STREET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 25, 2011 to Aug 6, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 21, 2003 to Feb 18, 2010factForm ADV

Dated events

No dated event names this entity yet.