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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-10-09
  • VA RA
    APPROVED
    Since 2023-10-09

Branch Locations

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

Patrick Springs, VA • 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
Mutual Of Omaha Insurance Company Roanoke VA 04/2022 04/2023
Uber San Fransisco CA 08/2022 Present
Vista Solutions Group Hillsville VA 08/2013 Present
Wendy's Stuart VA 11/2021 04/2022
Henry County Public Schools Bassett VA 08/2018 07/2021
Results Company Stuart VA 08/2017 08/2018
Walmart Stuart VA 03/2017 08/2017
Mid-Atlantic Textile Company Stuart VA 04/2015 03/2017
Mutual Of Omaha Investor Services Roanoke VA 01/2023 04/2023
Sequent Planning, Llc Patrick Springs VA 09/2023 Present
Futurity First Insurance Group Patrick Springs VA 08/2023 Present
  • 04/2022 → 04/2023
    Mutual Of Omaha Insurance Company
    Roanoke, VA
  • 08/2022 → Present
    Uber
    San Fransisco, CA
  • 08/2013 → Present
    Vista Solutions Group
    Hillsville, VA
  • 11/2021 → 04/2022
    Wendy's
    Stuart, VA
  • 08/2018 → 07/2021
    Henry County Public Schools
    Bassett, VA
  • 08/2017 → 08/2018
    Results Company
    Stuart, VA
  • 03/2017 → 08/2017
    Walmart
    Stuart, VA
  • 04/2015 → 03/2017
    Mid-Atlantic Textile Company
    Stuart, VA
  • 01/2023 → 04/2023
    Mutual Of Omaha Investor Services
    Roanoke, VA
  • 09/2023 → Present
    Patrick Springs, VA
  • 08/2023 → Present
    Futurity First Insurance Group
    Patrick Springs, VA
Previous Registrations
Other Businesses

Insurance Agent, Start Date: 08/2013, Non-investment Related, Insurance lines of business: Life, Health, Medicare and Annuities, Hours/per week during trading hours: 40 Driver, UBER, Start Date: 08/2022, Non-investment Related, Hours/per week about 10, none during trading hours. Vista Solutions Group - Non-investment Related - Hillsville, VA, Since 08/2013, Hours/per week about 10 during trading hours, contracted to offer Medicare Advantage, Prescription drug plans, and DSNP.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-09
  • S65 Uniform Investment Adviser Law Examination
    2023-03-09

View on SEC IAPD

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