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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
Daytona Beach Shores, FL • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe And Smart Money, Llc | Vero Beach | FL | 10/2014 | 01/2017 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2015 | 01/2018 |
| The Total Advisor, Llc | Daytona Beach Shores | FL | 10/2015 | Present |
| Coppell Advisory Solutions Llc | Coppell | TX | 01/2018 | 12/2024 |
| Sequent Planning Llc | Daytona Beach Shores | FL | 10/2025 | Present |
The Total Advisor, LLC; investment-related; Daytona Beach Shores, FL; fixed insurance products; sole managing member; 10/2015; 40+ hours per month; fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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