Pablo Patino

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CRD#: 5573529

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pablo Patino was a registered financial professional .

Pablo is a previously registered financial professional and started their career in finance in 2008. Pablo had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 25, 2008 - May 19, 2015

OPTIMUS ADVISORY GROUP

RIA

CRD#: 111239

IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

OPTIMUS ADVISORY GROUP

HEWITT INVESTMENT ADVISORY | PAUL DONALD HEWITT | OPTIMUS ADVISORY GROUP, LLC | OPTIMUS ADVISORY GROUP

CRD#: 111239 / SEC#:

California

Registered Investment Advisory firm - (11/17/1998 Approved)

Tennessee

Registered Investment Advisory firm - (10/26/2021 Approved)

Texas

Registered Investment Advisory firm - (6/2/2017 Conditional Restricted)

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Contact information

Main Address

6 Venture Suite 200, Irvine, CA 92618

Mailing Address

Phone number

(949) 727-4734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 40,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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