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Robert Patterson Hughes

Sequent Planning, LLC

Omaha, NE

Milton, FL

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-13
  • FL RA
    APPROVED
    Since 2025-05-13

Branch Locations

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

6866 Oak Street, Milton, FL 32570 • 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
Baptist Health Care, Inc Pensacola FL 04/2010 05/2019
The Wingate Group, Inc Pace FL 06/2019 05/2024
Ameritas Investment Company, Llc Lincoln NE 02/2021 07/2022
Ameritas Life Insurance Lincoln NE 02/2021 07/2022
Sequent Planning, Llc Milton FL 04/2025 Present
Longleaf Financial Strategies, Llc Milton FL 08/2024 Present
  • 04/2010 → 05/2019
    Baptist Health Care, Inc
    Pensacola, FL
  • 06/2019 → 05/2024
    The Wingate Group, Inc
    Pace, FL
  • 02/2021 → 07/2022
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 02/2021 → 07/2022
    Ameritas Life Insurance
    Lincoln, NE
  • 04/2025 → Present
    Milton, FL
  • 08/2024 → Present
    Longleaf Financial Strategies, Llc
    Milton, FL
Other Businesses

1) Insurance Agent: 04/2019 - Present, Investment Related. Duties Include offering insurance products and services to clients and prospects, Spend Approximately 40hrs/month on this activity, some during normal business hours. 6866 Oak Street, Milton, FL, 32570.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22
Other Names
  • Robert Patterson Hughes

View on SEC IAPD

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