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Jeff Marvin Bridges

Sequent Planning, LLC

Omaha, NE

Las Vegas, NV

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Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2020-09-08
  • NV RA
    APPROVED
    Since 2020-09-08

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Las Vegas, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodmen Financial Services, Inc. Omaha NE 03/2003 07/2019
Securian Financial Services Inc St Paul MN 07/2019 08/2020
Sequent Planning, Llc Las Vegas NV 08/2020 Present
  • 03/2003 → 07/2019
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 07/2019 → 08/2020
    Securian Financial Services Inc
    St Paul, MN
  • 08/2020 → Present
    Las Vegas, NV
Previous Registrations
  • 2019-07-19 → 2020-08-25
    Securian Financial Services, Inc.
    Omaha, NE
Other Businesses

1) INSURANCE AGENT - 07/2004 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 10 HRS/MONTH SPENT ON THIS ACTIVITY, DURING TRADING HOURS. 4700 EL PRESIDENTE DR., LAS VEGAS, NV 89129.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-13
S65 Uniform Investment Adviser Law Examination 2006-11-03
S63 Uniform Securities Agent State Law Examination 2003-05-02
  • S66 Uniform Combined State Law Examination
    2019-07-13
  • S65 Uniform Investment Adviser Law Examination
    2006-11-03
  • S63 Uniform Securities Agent State Law Examination
    2003-05-02

View on SEC IAPD

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