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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-20 |
| IN | RA | APPROVED | 2025-02-20 |
| KY | RA | APPROVED | 2025-02-20 |
| OH | RA | APPROVED | 2022-03-02 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Centerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafyaette Life Insurance Company | Cincinnati | OH | 08/2015 | 01/2022 |
| Sequent Planning, Llc | Centerville | OH | 02/2022 | Present |
1) Insurance Agent - 2015 to Present, Investment Related, Duties include offering insurance products and services to clients and prospects. 30% of time is spent on this activity. Mainevill, OH 45039 2) Buckner Whitetails: Owner, Non-Investment Related, Start Date: 08/2016 - to Present, Duties include Hunting and Outfitter. Number of hours devoted to business per month = 10 and no hours during securities trading hours. Mainevill, OH 45039
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 1991-10-07 |
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