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Melissa Nadine Mlasko

Sequent Planning, LLC

Medford, OR

Omaha, NE

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2017-10-24
  • OR RA
    APPROVED
    Since 2017-10-24

Branch Locations

516 Crater Lake Ave., Medford, OR 97504 • 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
OrganizationCityStateFromTo
Proequities Inc Medford OR 02/2015 10/2017
Futurity First Insurance Group Medford OR 05/2009 Present
Sequent Planning, Llc Medford OR 10/2017 Present
  • 02/2015 → 10/2017
    Proequities Inc
    Medford, OR
  • 05/2009 → Present
    Futurity First Insurance Group
    Medford, OR
  • 10/2017 → Present
    Medford, OR
Previous Registrations
  • 2017-07-14 → 2017-10-30
    Concourse Financial Group Securities, Inc.
    White City, OR
Other Businesses

1)FUTURITY FIRST INSURANCE GROUP; INVESTMENT RELATED; 2581 WHITTLE AVENUE; MEDFORD, OR 97504; INSURANCE; AGENT; START DATE 04/2009; 180 HOURS PER MONTH WITH 160 HOURS PER MONTH BEING DURING TRADING HOURS; INSURANCE PRODUCT SALES/SERVICE, INCLUDING BUT NOT LIMITED TO, EQUITY INDEXED ANNUITIES. 2) MLASKO INSURANCE LLC; INVESTMENT RELATED; 1320 E MAIN STREET, MEDFORD, OR 97504; INSURANCE; PRESIDENT/OWNER; LLC WAS SET UP FOR TAX PURPOSES - VERY LITTLE BUSINESS CONDUCTED OUTSIDE OF FUTURITY FIRST INSURANCE GROUP (FFIG); ALL OF MY BUSINESS EXPENSES ARE MANAGED WITHIN THIS LLC AS I AM A 1099 CONTRACTOR. START DATE 01/2012; NO HOURS PER MONTH, NO HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-13
S63 Uniform Securities Agent State Law Examination 2015-05-12
  • S65 Uniform Investment Adviser Law Examination
    2017-07-13
  • S63 Uniform Securities Agent State Law Examination
    2015-05-12
Other Names
  • Melissa Nadine Dotson
  • Melissa Nadine Bishop
  • Melissa N. Mlasko
  • Melissa Mlasko
  • Melissa N Mlasko

View on SEC IAPD

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