This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SB ADVISORY, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 21, 2020

First registration

Oct 30, 2020

Dual registered

yes, broker-dealer

Other names

Chelsey Lynn Strumberger|Chelsey Lynn Koster

IAPD individual key

7154582

• Occurred

  Jul 16, 2025
  Advisor changed firm

  Chelsey Lynn Koster left Next Financial Group, Inc. for Sb Advisory, Llc (registered 2025-07-28)

  Form ADVobserved 5 days ago
• Occurred

  Jul 20, 2023
  Advisor changed firm

  Chelsey Lynn Koster left Principal Securities, Inc. for Next Financial Group, Inc. (registered 2023-08-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:08259d18-9d7f-4570-bc50-63223758768a

First observed

Oct 30, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.