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Tara Elizabeth McClanahan

Chief Compliance OfficerOptimize Financial Inc.CRD 7889682

About Tara Elizabeth McClanahan

Tara Elizabeth McClanahan is listed as Chief Compliance Officer at Optimize Financial Inc. in Laguna Hills, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Optimize Financial Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Tara Elizabeth McClanahan work?

Tara Elizabeth McClanahan is listed as Chief Compliance Officer at Optimize Financial Inc. on SEC Form ADV.

How much of Optimize Financial Inc. does Tara Elizabeth McClanahan own?

Form ADV reports a beneficial ownership band of Under 5%.

Optimize Financial Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024