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Andrew Clayborne Elmore

Sequent Planning, LLC

Omaha, NE

Franklin, TN

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-20
  • TN RA
    APPROVED
    Since 2026-07-20

Branch Locations

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

113 Seaboard Ln Suite A250, Franklin, TN 37067 • 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
Mutual Of Omaha Franklin TN 04/2010 05/2020
Mutual Of Omaha Investor Services, Inc Franklin TN 05/2017 05/2020
Securities America, Inc. Franklin TN 05/2020 06/2024
Securities America Advisors Franklin TN 04/2022 06/2024
Osaic Wealth, Inc. Franklin TN 06/2024 07/2026
Osaic Wealth, Inc. Franklin TN 06/2024 07/2026
Sequent Planning Llc Franklin TN 07/2026 Present
  • 04/2010 → 05/2020
    Mutual Of Omaha
    Franklin, TN
  • 05/2017 → 05/2020
    Mutual Of Omaha Investor Services, Inc
    Franklin, TN
  • 05/2020 → 06/2024
    Securities America, Inc.
    Franklin, TN
  • 04/2022 → 06/2024
    Securities America Advisors
    Franklin, TN
  • 06/2024 → 07/2026
    Franklin, TN
  • 06/2024 → 07/2026
    Franklin, TN
  • 07/2026 → Present
    Franklin, TN
Previous Registrations
  • 2024-06-14 → 2026-07-23
    Franklin, TN
  • 2022-04-20 → 2024-06-14
    Securities America Advisors, Inc.
    Franklin, TN
Other Businesses

1. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/12/2020 ADDRESS: 725 COOL SPRINGS BLVD STE 600, FRANKLIN, TN 37067 DESCRIPTION: Solicit client needs 2. WILLIAMSON COUNTY ASSOCIATION OF REALTORS- COMMITTEE MEMBER POSITION: Committee member NATURE: Williamson County Association of Realtors- Committee member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/12/2020 ADDRESS: 1646 Westgate Cir STE 104, Brentwood TN 37027 DESCRIPTION: Committee member for RPAC and Realtors good work foundation. I do not solicit any funds or handle any funds. I help with setting up events for the year and giving away scholarships. 3. GOOD WORKS FOUNDATION OF WILLIAMSON COUNTY POSITION: Trustee NATURE: 5013c INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2026 ADDRESS: 1646 Westgate Circle, Suite 104, Brentwood TN 37027, United States DESCRIPTION: Serve as a trustee and set up fundraisers with realtors and other professionals to help raise money for college scholarships for kids that need the extra help.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
S63 Uniform Securities Agent State Law Examination 2019-02-11
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14
  • S63 Uniform Securities Agent State Law Examination
    2019-02-11

View on SEC IAPD

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