OPTIVEST, INC. ACTIVE IA
Key facts
- FINRA firm ID
- 137070
- Firm name
- OPTIVEST, INC.
- Other names / DBAs
- BART A. ZANDBERGEN, CFP, INC. DBA BART A. ZANDBERGEN, INC. INSURANCE SERVICES; OPTIVEST, INC.; OPTIVEST RETIREMENT STRATEGIES, LLC
- IA scope
- ACTIVE
- SEC IA file
- 801-68965
- Branches
- 1
- Disclosure events
- No
- HQ
- SAN JUAN CAPISTRANO, CA, 92675, United States
Run KYC screen
Check OPTIVEST, INC. across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗