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1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-18 |
| FL | RA | APPROVED | 2024-11-26 |
| NV | RA | APPROVED | 2014-08-27 |
Branch Locations
1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| H&H Retirement Design And Management | Las Vegas | NV | 08/2014 | Present |
1. Zeuss LLC: A commercial registered agent in Nevada in which current business clients and tax clients use as a registered agent. Started March 2016. This is a non investment related company. My position is the managing member. I spend less than 1% of my time annually on this business. This business has no connection with the investment related business. My duties are to have an open office to accept legal service on any entities that the company serves as commercial agent for. Address is 1980 Festival Plaza Drive Ste 300 Las Vegas, NV 89135 2. Integrated Wealth Management, LLC. IWM is a Nevada based insurance agency in which I own 100% of and this is a non investment related business. I spend less than 3% of my time of this business annually. My title it Managing Member. The start of the relationship was 2014. My duties are to review clients life or annuities and use our brokerage company to bid or place insurance. Address is 11700 W Charleston Blvd Ste 170-519 Las Vegas, NV 89135 3. H&H Tax and Business Advisors, LLC HHTBA is not an investment related business. I own 50% of this business as a managing member. This is an accounting, tax prep and business consulting company. This not an investment related company. I spend approximately 25% of my time working on tax and business consulting. The relationship started in 2016. My position is to prepare tax returns, perform tax planning and consult with businesses on structure. HHTBA is also a registered document preparation in the State of NV. The address is 1980 Festival Plaza Drive, Ste 300 Las Vegas, NV 89135 4. Business name: Wiser Wealth, LLC. Business is investment-related. Business description: RIA company which creates educational courses and services. Business address: 5915 Oak Bridge Ct, Bradenton FL 34211. Relationship to business: 100% owner. I spend less than 10% of my time on this business. 5. Business name: Adept Business Builders. Business is not investment-related. Business description: RIA company which creates educational podcasts about business planning and growth. Business address: 5915 Oak Bridge Ct, Bradenton FL 34211. Relationship to business: 50% owner. I spend less than 10% of my time on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-11 |
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