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Advisor at SEQUENT PLANNING, LLC
CENTERVILLE, OH | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SEQUENT PLANNING, LLC | Independent wealth | Mar 2, 2022 | n/a | yes | OMAHA, NE|CENTERVILLE, OH | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | May 23, 2014 | Apr 7, 2015 | no | KENNESAW, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | SEQUENT PLANNING, LLC | Apr 7, 2015 | Mar 2, 2022 | 2,521 | Firm change after gap | Other |