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1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-11-06 |
Branch Locations
1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
2701 Se J St. Ste 109, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd Whatley Pa | Bentonville | AR | 01/2007 | Present |
| The Elder Law Coach | Bentonville | AR | 02/2024 | Present |
| Sollinda Capital Management Llc | Miami | FL | 11/2025 | Present |
1.) GENERATIONS LEGAL GROUP DBA TODD WHATLEY, PA; NOT INVESTMENT-RELATED; 2701 SE J ST., STE 109 BENTONVILLE, AR 72712; LEGAL SERVICES; SOLE OWNER AND ATTORNEY; 01/1999; APPROX. 96 HOURS/MO, 64 DURING SECURITIES TRADING HOURS; PROVIDES AND SUPERVISES LEGAL SERVICES TO CLIENTS AND MANAGES THE FIRM 2.) THE ELDER LAW COACH, LLC; NOT INVESTMENT-RELATED; 2701 SE J ST., STE 109 BENTONVILLE, AR 72712; LEGAL COACHING BUSINESS; OWNER AND TRAINER/COACH; 02/2024; APPROX. 40HRS/MO; PROVIDE LEGAL TRAINING AND MENTORING TO ATTORNEYS REGARDING ELDER LAW 3.) GENERATIONS WEALTH PARTNERS, LLC; INVESTMENT-RELATED; 2701 SE J ST., STE 109 BENTONVILLE, AR 72712; ENTITY FOR REFERRING CLIENTS IN NEED OF FINANCIAL PLANNING; OWNER; 06/2024; APPROX. 8 HRS/MO 4.) ARTISAN WINES AND SPIRITS, LLC; NOT INVESTMENT-RELATED; 778 WHITE RD, STE D SPRINGDALE, AR 72762; WINE AND SPIRITS DISTRIBUTORSHIP; PARTNER; 08/2025; APPROX. 0HRS/MO; OCCASIONAL MARKETING AND EVENT PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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