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Account
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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-07 |
| IA | RA | APPROVED | 2025-08-07 |
| MD | RA | APPROVED | 2025-08-07 |
| MS | RA | APPROVED | 2025-08-07 |
| GA | RA | APPROVED | 2023-03-17 |
Branch Locations
2650 Holcomb Bridge Road Suite 630, Alpharetta, GA 30022 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 06/2012 | 03/2023 |
| Bank Of America, N.A. | Troy | MI | 08/2012 | 03/2023 |
| Sequent Planning Llc | Alpharetta | GA | 03/2023 | Present |
| Senior Market Sales | Alpharetta | GA | 03/2023 | Present |
| Sequent Planning Llc | Alpharetta | GA | 03/2025 | Present |
| Sequent Planning Llc | Alpharetta | GA | 06/2025 | Present |
1) SENIOR MARKET SALES - VP OF MARKETING AND STRATEGIC DEVELOPMENT - 3/2023 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE DEVELOPING RELATIONSHIPS AND BUSINESS MODELING FOR BUSINESS OPPORTUNITIES BETWEEN SEQUENT PLANNING AND ALLIANT REGISTERED INVESTMENT ADVISERS. 5 HOURS PER WEEK ARE SPENT ON ADVISORY BUSINESS. 2) BEATs Inc. - A 501(c) NON-PROFIT ORGANIZATION - NON-INVESTMENT RELATED, DUTIES INCLUDE: VOLUNTEERING AT THE ANNUAL 5K RUN. 3HRS/MONTH DURING NON-TRADING HOURS 3) LAURAL SPRINGS HOA BOARD - NON-INVESTMENT RELATED - DUTIES INCLUDE: WORKING ON THE FINANCE AND POOL & PARK SUBCOMMITTEES - 2HRS/MONTH DURING NON-TRADING HOURS. urs- nights & weekends)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
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