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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-17 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone Projects Llc | Woburn | MA | 08/2006 | 01/2020 |
| Family First Life | Uncasville | CT | 02/2020 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 01/2021 | 05/2021 |
| New York Life Insurance Co. | Manchester | NH | 05/2021 | 07/2024 |
| Nylife Securities Llc | Manchester | NH | 07/2021 | 07/2024 |
| Mutual Of Omaha Insurance Company | Braintree | MA | 08/2024 | 07/2025 |
| Mutual Of Omaha Investor Services | Braintree | MA | 08/2024 | 07/2025 |
| Sequent Planning Llc | Waltham | MA | 09/2025 | Present |
Insurance Agent - Start Date: 08/2024 - Non-investment Related - Insurance lines of business: Life, health and annuities - Hours/per week during trading hours: 20. Lyft Driver; Rideshare driver; 185 Berry street, suite 5000, San Francisco CA 94107; Start Date 02/2022; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours. Uber Driver; Rideshare driver; 1455 Market street ste 400, San Francisco, CA 94103; Start Date 02/2022; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-29 |
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