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RIA / WealthAdvisorPersonal Financial Specialist18 years in industry

CORY SHANE COLQUETTE

Advisor at OPTIVISE ADVISORY SERVICES LLC

Chattanooga, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 6, 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: Jun 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S65
First exam: Jun 5, 2008
First registration: Jun 6, 2008
Dual registered: no
Other names: CORY S COLQUETTE
IAPD individual key: 5493744

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 5, 2021	n/a	yes	Chattanooga, TN	Current employment
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Jan 6, 2020	Dec 31, 2020	no	Chattanooga, TN	Previous registration
SOUTHBRIDGE ADVISORS, LLC	Independent wealth	Dec 12, 2019	May 26, 2020	no	CHATTANOOGA, TN\|MARIETA, GA	Previous registration
COLQUETTE GROUP, INC.	n/a	Oct 26, 2017	Aug 31, 2018	no	Chattanooga, TN	Previous registration
Southbridge	Former SEC adviser	Mar 20, 2014	Mar 26, 2020	no	MARRIETTA, GA\|CHATTANOOGA, TN\|CHATTANOOGA, TN	Previous registration
INTEGRA WEALTH	Independent wealth	Jun 18, 2010	Apr 24, 2014	no	CHATTANOOGA, TN	Previous registration
VERITAS FINANCIAL, LLC	n/a	May 4, 2009	Jun 15, 2010	no	CHATTANOOGA, TN	Previous registration
GUARDIAN WEALTH MANAGEMENT, LLC	Independent wealth	Jun 6, 2008	Feb 25, 2009	no	CHATTANOOGA, TN	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
SOUTHBRIDGE ADVISORS, LLC	OPTIVISE ADVISORY SERVICES LLC	May 26, 2020	Jan 6, 2020	-141	Firm change after gap	Other
Southbridge	COLQUETTE GROUP, INC.	Mar 26, 2020	Oct 26, 2017	-882	Firm change after gap	Other
COLQUETTE GROUP, INC.	SOUTHBRIDGE ADVISORS, LLC	Aug 31, 2018	Dec 12, 2019	468	Firm change after gap	Other
INTEGRA WEALTH	Southbridge	Apr 24, 2014	Mar 20, 2014	-35	Firm change after gap	Other
VERITAS FINANCIAL, LLC	INTEGRA WEALTH	Jun 15, 2010	Jun 18, 2010	3	Firm change	Other
GUARDIAN WEALTH MANAGEMENT, LLC	VERITAS FINANCIAL, LLC	Feb 25, 2009	May 4, 2009	68	Firm change	Other

Relationships

Registered with (7)

→ OPTIVISE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 6, 2020 to Dec 31, 2020factForm ADV
→ SOUTHBRIDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 12, 2019 to May 26, 2020factForm ADV
→ SOUTHBRIDGERegistered adviserregistration: previous registration
Mar 20, 2014 to Mar 26, 2020factForm ADV
→ COLQUETTE GROUP, INC.Registered adviserregistration: previous registration
Oct 26, 2017 to Aug 31, 2018factForm ADV
→ INTEGRA WEALTHRegistered adviserregistration: previous registration
Jun 18, 2010 to Apr 24, 2014factForm ADV
→ VERITAS FINANCIAL, LLCRegistered adviserregistration: previous registration
May 4, 2009 to Jun 15, 2010factForm ADV
→ GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 6, 2008 to Feb 25, 2009factForm ADV

Dated events

No dated event names this entity yet.