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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-11-04
  • IL RA
    APPROVED
    Since 2020-11-04

Branch Locations

10413 S Roberts Rd, Palos Hills, IL 60465 • United States

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

Glen Ellyn, IL • 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
Sequent Planning, Llc Chicago IL 09/2020 Present
Futurity First Insurance Group Chicago IL 09/2020 Present
United Insurance Services, Ltd. Palos Heights IL 08/2015 Present
Mycard Photo Id Products Glen Ellyn IL 07/2014 Present
Francesca'S Amici Elmhurst IL 01/2010 08/2018
Francesca'S Vicinato Palos Park IL 07/2014 08/2018
  • 09/2020 → Present
    Chicago, IL
  • 09/2020 → Present
    Futurity First Insurance Group
    Chicago, IL
  • 08/2015 → Present
    United Insurance Services, Ltd.
    Palos Heights, IL
  • 07/2014 → Present
    Mycard Photo Id Products
    Glen Ellyn, IL
  • 01/2010 → 08/2018
    Francesca'S Amici
    Elmhurst, IL
  • 07/2014 → 08/2018
    Francesca'S Vicinato
    Palos Park, IL
Other Businesses

INSURANCE AGENT - 9/2020 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-15
  • S65 Uniform Investment Adviser Law Examination
    2020-09-15

View on SEC IAPD

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