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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-05 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Market Sales | Mcdonough | GA | 11/2025 | Present |
| Sequent Planning, Llc | Mcdonough | GA | 12/2025 | Present |
| Insurance Sales | Atlanta | GA | 10/2013 | 11/2025 |
Insurance Sales; Independent Broker with First Connect Insurance; Not investment related; Private Residence in McDonough GA; Agent; duties are to build relationships and market products from affiliated carriers; January 2021; Hrs devoted: 3; Hrs during trading 3; Help families find affordable insurance to assist with their overall financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
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