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Noblesville, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-21 |
| NV | RA | APPROVED | 2025-01-21 |
Branch Locations
2831 St. Rose Pkwy Suite 200-225, Henderson, NV 89052 • United States
Noblesville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Priority 1 Electrical Llc | Henderson | NV | 01/2017 | Present |
| Sound Street Properties Llc | Henderson | NV | 12/2011 | Present |
| Daviman Financial, Llc | Noblesville | IN | 01/2024 | 07/2024 |
| Smart Wealth, Llc | Omaha | NE | 07/2024 | 12/2024 |
| Retire Smart, Llc | Omaha | NE | 07/2024 | 12/2024 |
| Daviman Financial, Llc | Noblesville | IN | 01/2025 | Present |
1) Zone Insights LLC; Investment-Related - No; 2505 Anthem Village Dr, Henderson, NV 89052; Software Company, 50% Owner; Start Date 06/2012 2) McConnell Capital LLC; Investment-Related - Yes; Henderson, NV; Real Estate investment company involved with hard money lending, commercial development, and multifamily projects; 75% Owner; Start Date 04/2005 3) Cope With It LLC; Investment-Related - No; Henderson, NV; a holding company which was originally designed to own real estate LLC's. However, Cope With It LLC doesn't currently own anything. 100% Owner. 4) Launch Retirement LLC; Investment-Related; Henderson NV; pass through entity where insurance compensation will be received; 100% Owner; Start Date 01/2024 5) Launch Wealth LLC; Investment-Related; Henderson NV; pass through entity where fees earned from wealth management and financial planning sub-contractor relationship with Daviman Financial, LLC will be received; 100% Owner; Start Date 07/2024 6) Priority 1 Electrical LLC: Not Investment-Related; Henderson NV; general electrical contracting company; 100% owner; Start Date 01/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
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