Collin Soucy

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2026-05-28

RI RA
APPROVED

Since 2026-05-28

Branch Locations

West Greenwich, RI • United States

8807 Indian Hills Drive, Omaha, NE 68114 • 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
Independent Medicare Insurance Agent	Cranston	RI	10/2024	Present
Educational Workshops Llc	Cranston	RI	09/2025	Present
We Can Help You Inc.	Cranston	RI	05/2023	09/2024
Hilb Group Medicare	Cranston	RI	05/2020	05/2023
Student	Warwick	RI	05/2016	05/2020
Sequent Planning Llc	Cranston	RI	05/2026	Present

10/2024 → Present

Independent Medicare Insurance Agent

Cranston, RI
09/2025 → Present

Educational Workshops Llc

Cranston , RI
05/2023 → 09/2024

We Can Help You Inc.

Cranston, RI
05/2020 → 05/2023

Hilb Group Medicare

Cranston, RI
05/2016 → 05/2020

Student

Warwick, RI
05/2026 → Present

Sequent Planning Llc

Cranston, RI

Other Businesses

I am a Medicare Benefits Consultant, and I operate independently. I educate people turning 65 on how Medicare works and help them review their supplemental coverage. I also help agents build a consistent pipeline of prospects (primarily Medicare) through educational workshop marketing as a Workshop Marketing Manager.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-07

S65 Uniform Investment Adviser Law Examination

2026-05-07