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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-23
  • PA RA
    APPROVED
    Since 2025-09-23

Branch Locations

Monroeville, PA • 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
OrganizationCityStateFromTo
Pruco Securities Llc Canonsburg PA 01/2023 11/2024
Davis-Fetch Corp Of Pa Pittsburgh PA 10/2012 02/2023
The Prudential Insurance Company Of America Canonsburg PA 06/2023 11/2024
Lpl Enterprise, Llc Irwin PA 11/2024 09/2025
Sequent Planning, Llc Monroeville PA 09/2025 Present
  • 01/2023 → 11/2024
    Canonsburg, PA
  • 10/2012 → 02/2023
    Davis-Fetch Corp Of Pa
    Pittsburgh, PA
  • 06/2023 → 11/2024
    The Prudential Insurance Company Of America
    Canonsburg, PA
  • 11/2024 → 09/2025
    Irwin, PA
  • 09/2025 → Present
    Monroeville, PA
Previous Registrations
Other Businesses

HAPPY HOME RENTALS, LLC POSITION: co Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 108 Trotwood Drive, Monroeville PA 15196, United States DESCRIPTION: Owner, repairs, accounting leasing, all duties of rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-12
  • S66 Uniform Combined State Law Examination
    2023-04-12
Other Names
  • Jesse R Leax
  • Jesse Robert Leax

View on SEC IAPD

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