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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
28210 Paseo Drive Office 222, Suite 190, Wesley Chapel, FL 33545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Solutions Group | Wesley Chapl | FL | 02/2012 | 07/2024 |
| Protective Wealth Advisors | Wesley Chapel | FL | 03/2020 | Present |
| Optivise Advisory Services, Llc | Wesley Chapel | FL | 12/2024 | 06/2025 |
| First Advisors National, Llc | Wesley Chapel | FL | 10/2024 | 12/2024 |
| Sequent Planning, Llc | Wesley Chapel | FL | 06/2025 | Present |
Protective Financial Group, Retirement Together Insurance, NOT investment related, Wesley Chapel, FL, Insurance Services, Owner/Managing Partner, 03/2012, 40 hrs / week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
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