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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-03
  • TX RA
    APPROVED
    Since 2026-04-03

Branch Locations

Houston, TX • United States

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

Wealthcare Financial Group, Inc.

21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-01-12
TX RA APPROVED 2021-01-05
  • LA RA
    APPROVED
    Since 2021-01-12
  • TX RA
    APPROVED
    Since 2021-01-05

Branch Locations

21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States

Houston, TX • 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
Wealthcare Financial Group, Inc. Peachtree City GA 12/2020 04/2026
National Empowerment Financial Group Houston TX 02/2018 Present
Entergy Baton Rouge LA 05/2008 02/2018
Sequent Planning, Llc Houston TX 04/2026 Present
Other Businesses

ACDC Victory LLC. Non-investment related. Located at 5722 Vision Ln Houston, Tx. The nature of the business is real estate. co-owner. It is used for purchasing rental property and other real estate activities. I am a member and contribute about 10hours a month towards this business currently during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02

View on SEC IAPD

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