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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-04-16 |
Branch Locations
8650 Alameda Blvd. Ne Suite 100, Albuquerque, NM 87122 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Mexico | Albuquerque | NM | 08/2015 | 05/2019 |
| Flying Star Cafe | Albuquerque | NM | 06/2016 | 03/2021 |
| Everest Apothicary | Albuquerque | NM | 03/2021 | 04/2023 |
| Sequent Planning, Llc | Albuquerque | NM | 04/2025 | Present |
| The Shop | Albuquerque | NM | 01/2023 | 04/2023 |
| Muehlmeyer Pc Cpa | Albuquerque | NM | 04/2023 | Present |
1) INSURANCE AGENT - 7/2023 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND APPROXIMATELY 40 HRS/MONTH ON THIS ACTIVITY, SOME DURING NORMAL BUSINESS HOURS. 830 LIVE OAD RD. NE, UNIT F, ALBUQUERQUE, NM 87122.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-12 |
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