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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-25 |
| AZ | RA | APPROVED | 2022-07-29 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
8501 E. Princess Drive Suite 210, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning, Llc | Omaha | NE | 03/2020 | 07/2022 |
| Futurity First Insurance Group | Phoenix | AZ | 03/2020 | Present |
| Alphalight Capital | Scottsdale | AZ | 03/2020 | Present |
| Freedom Financial Network | Tempe | AZ | 04/2016 | 04/2020 |
| Sequent Planning, Llc | Scottsdale | AZ | 07/2022 | Present |
1) CUSTOMER SERVICE ADVOCATE - 03/2020 TO PRESENT. INVESTMENT-RELATED. DUTIES INCLUDE PROVIDING CUSTOMER SERVICES FOR INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 8420 WEST DODGE ROAD, OMAHA, NE 68114.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
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