Heather Elaine Franklin

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-02-16

FL RA
APPROVED

Since 2022-02-16

Branch Locations

1300 Citizens Blvd Ste 325, Leesburg, FL 34484 • 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

Organization	City	State	From	To
Sequent Planning, Llc	Leesburg	FL	01/2022	Present
American Retirement Specialist, Llc	Leesburg	FL	04/2021	Present
Heather Franklin	Tavares	FL	10/2019	Present
Ratner/ Hair Cuttery	Eustis	FL	10/2014	10/2019

01/2022 → Present

Sequent Planning, Llc

Leesburg, FL
04/2021 → Present

American Retirement Specialist, Llc

Leesburg, FL
10/2019 → Present

Heather Franklin

Tavares, FL
10/2014 → 10/2019

Ratner/ Hair Cuttery

Eustis, FL

Other Businesses

Insurance Agent - 4/2021 to Present, Investment Related, Duties include offering insurance products and services to clients and prospects. 1953 East County Road 466, Oxford, FL 34484. 160 hours devoted to business during the month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-22

S65 Uniform Investment Adviser Law Examination

2021-12-22