Paul Groeschel-Johnson

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 08/2021
  New York Life Insurance Company
  Glen Allen, VA
• 08/2020 → 12/2020
  Nicole Tritaik
  Henrico, VA
• 01/2020 → 07/2020
  Signet Jewelers
  Henrico, VA
• 12/2019 → 12/2019
  Unemployed
  Richmond, VA
• 04/2019 → 11/2019
  Diamonds Direct
  Glen Allen, VA
• 04/2018 → 04/2019
  Opus.iNc
  Richmond, VA
• 08/2017 → 04/2018
  Flagler College
  St Augustine, FL
• 01/2017 → 12/2017
  Qualified Staffing
  Charlottesville, VA
• 12/2016 → 05/2017
  Miller School
  Charlottesville, VA
• 08/2003 → 12/2016
  Charlottesville Public Schools
  Charlottesville, VA
• 01/2021 → 08/2021
  Nylife Securities Llc
  Glen Allen, VA
• 09/2021 → 04/2022
  Thrivent Investment Management Inc
  Jacksonville, FL
• 10/2021 → 01/2022
  Thrivent Financial
  Appleton, WI
• 01/2022 → 04/2022
  Thrivent Financial
  Appleton, WI
• 04/2022 → 06/2022
  Principal Life Insurance Company
  Jacksonville, FL
• 04/2022 → 06/2022
  Principal Securities Inc
  Jacksonville, FL
• 06/2022 → 07/2023
  Dpl
  Louisville, KY
• 06/2022 → 07/2023
  The Leaders Group Inc
  Littleton, CO
• 07/2023 → 08/2023
  Pruco Securities Llc
  Jacksonville, FL
• 08/2023 → 09/2023
  Unemployed
  Jacksonville, FL
• 09/2023 → 01/2024
  Principal Securities Inc
  Jacksonville, FL
• 01/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 01/2024 → Present
  Stratton & Company
  Jacksonville, FL

Previous Registrations

• 2025-01-29 → 2026-07-10
  Creativeone Wealth, Llc
  Ponte Vedra Beach, FL
  Overland Park, KS
  Jacksonville, FL
• 2023-09-15 → 2024-01-24
  Principal Securities, Inc.
  Jacksonville, FL
• 2023-07-20 → 2023-08-18
  Pruco Securities, Llc.
  Jacksonville, FL
• 2022-06-29 → 2023-07-07
  Tlg Advisors, Inc.
  Louisville, KY
  Summit, NJ
• 2022-06-01 → 2022-06-15
  Principal Securities, Inc.
  Jacksonville, FL

Other Businesses

1.) Stratton & Company; investment related; 9191 RG Skinner Parkway Suite 502 Jacksonville, FL 32256/40 Tavernier Drive, Ponte Vedra Beach FL 32081; Life insurance and annuity service and client services; Planning Associate; 09/2023; 20 hrs/mo; 4 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2022-03-11
• S63 Uniform Securities Agent State Law Examination
  2021-08-06