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Mitchell Woods

Sequent Planning, LLC

Omaha, NE

Pittsburg, PA

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-27
  • PA RA
    APPROVED
    Since 2022-01-27

Branch Locations

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

5700 Corporate Dr., Pittsburg, PA 15237 • 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
Edward Jones St Louis MO 10/2016 08/2019
Enterprise Rent A Car Turtle Creek PA 09/2016 10/2016
Axa Advisors, Llc New York NY 10/2019 02/2020
Tom Lange Companu Pittsburg PA 12/2019 10/2021
Sequent Planning Llc Pittsburg PA 01/2022 Present
Futurity First Wealth Management Pittsburg PA 10/2021 Present
  • 10/2016 → 08/2019
    Edward Jones
    St Louis, MO
  • 09/2016 → 10/2016
    Enterprise Rent A Car
    Turtle Creek, PA
  • 10/2019 → 02/2020
    Axa Advisors, Llc
    New York, NY
  • 12/2019 → 10/2021
    Tom Lange Companu
    Pittsburg, PA
  • 01/2022 → Present
    Sequent Planning Llc
    Pittsburg, PA
  • 10/2021 → Present
    Futurity First Wealth Management
    Pittsburg, PA
Previous Registrations
Other Businesses

Insurance Agent - 10/2021 to Present, Investment Related, Duties include offering insurance products and services to clients and prospects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-17
  • S66 Uniform Combined State Law Examination
    2016-12-17
Other Names
  • Mitchell Woods
  • Mitchell Lee Woods

View on SEC IAPD

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