Matthew De Luca

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-12-06

AZ RA
APPROVED

Since 2024-12-06

Branch Locations

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

4400 E. Broadway Blvd. Suite 712, Tucson, AZ 85711 • 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

Organization	City	State	From	To
Sequent Planning Llc	Tucson	AZ	11/2024	Present
Futurity First Wealth Management	Tucson	AZ	03/2009	Present

11/2024 → Present

Sequent Planning Llc

Tucson, AZ
03/2009 → Present

Futurity First Wealth Management

Tucson, AZ

Other Businesses

1) INSURANCE AGENT WITH FUTURITY FIRST WEALTH MANAGEMENT - 03/2009 TO PRESENT. INVESTMENT RELATED. FUTURITY FIRST IS AFFILIATED WITH SEQUENT PLANNING LLC. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. THE MAJORITY OF MY TIME IS SPENT ON THIS ACTIVITY, DURING NORMAL TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-19

S65 Uniform Investment Adviser Law Examination

2024-10-19