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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-09-27 |
Branch Locations
16100 Chesterfield Pkwy W. Suite 385, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Sequent Planning, Llc | Omaha | NE | 09/2018 | Present |
| St. Louis Insurance Group, Llc | Chesterfield | MO | 04/2014 | Present |
1) St. Louis Insurance Group - 04/2014 to Present. Owner and licensed Insurance Agent offering insurance products and services. Investment related business. 16100 Chesterfield Pkwy W., Suite 385, Chesterfield, MO 63017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-18 |
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