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RIA / WealthAdvisor48 years in industry

DENNIS EUGENE ZADERAKA

Advisor at SEQUENT PLANNING, LLC

Phoenix, AZ | OMAHA, NE

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Search this name across graphsid dfx:ria:5e662360-affa-dec8-2aab-757193ccd63b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Feb 6, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUENT PLANNING, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1978earliest registration or exam on IAPD
Years in industry: 48derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 25, 1980
First registration: Feb 6, 2003
Dual registered: no
Other names: DENNIS E ZADERAKA
IAPD individual key: 706589

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUENT PLANNING, LLC	Independent wealth	Jan 12, 2026	n/a	yes	Phoenix, AZ\|OMAHA, NE	Current employment
ZADERAKA, DENNIS	n/a	Jan 23, 2025	Dec 31, 2025	no	Cave Creek, AZ	Previous registration
THE BOTTOM LINE WEALTH MANAGEMENT LTD.	State registered	Jul 14, 2021	Dec 19, 2022	no	PHOENIX, AZ\|TOLEDO, OH	Previous registration
SHARPEPOINT, LLC	Independent wealth	Jul 7, 2020	Sep 4, 2020	no	PHOENIX, AZ	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 17, 2016	Jun 21, 2019	no	Lisle, IL\|Scottsdale, AZ\|SCOTTSDALE, AZ\|MADISON, WI\|PHOENIX, AZ	Previous registration
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Aug 25, 2015	Sep 23, 2016	no	WARRENVILLE, IL\|WARRENVILLE, IL\|ORANGE, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 13, 2013	Aug 31, 2015	no	WARRENVILLE, IL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 5, 2012	Jun 7, 2013	no	NAPERVILLE, IL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 27, 2012	Oct 22, 2012	no	WEST CHICAGO, IL	Previous registration
INFINITE ORCHARDS LLC	n/a	Nov 7, 2011	Jun 26, 2012	no	WEST CHICAGO, IL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 13, 2011	Dec 31, 2011	no	WEST CHICAGO, IL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	Dec 31, 2010	no	WEST CHICAGO, IL\|WARRENVILLE, IL\|WHEATON, IL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Apr 20, 2004	Mar 28, 2005	no	WEST CHICAGO, IL\|WARRENVILLE, IL\|WARRENVILLE, IL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 6, 2003	Apr 23, 2004	no	NAPERVILLE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZADERAKA, DENNIS	SEQUENT PLANNING, LLC	Dec 31, 2025	Jan 12, 2026	12	Firm change	Other
THE BOTTOM LINE WEALTH MANAGEMENT LTD.	ZADERAKA, DENNIS	Dec 19, 2022	Jan 23, 2025	766	Firm change after gap	Other
SHARPEPOINT, LLC	THE BOTTOM LINE WEALTH MANAGEMENT LTD.	Sep 4, 2020	Jul 14, 2021	313	Firm change	RIA to state RIA
SECURITIES AMERICA ADVISORS, INC.	SHARPEPOINT, LLC	Jun 21, 2019	Jul 7, 2020	382	Firm change	Ibd to RIA
CROWN CAPITAL SECURITIES, L.P.	SECURITIES AMERICA ADVISORS, INC.	Sep 23, 2016	Nov 17, 2016	55	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CROWN CAPITAL SECURITIES, L.P.	Aug 31, 2015	Aug 25, 2015	-6	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 7, 2013	Jun 13, 2013	6	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	VOYA FINANCIAL ADVISORS, INC.	Oct 22, 2012	Oct 5, 2012	-17	Firm change	Other
INFINITE ORCHARDS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 26, 2012	Jun 27, 2012	1	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	INFINITE ORCHARDS LLC	Dec 31, 2011	Nov 7, 2011	-54	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH, INC.	Apr 23, 2004	Apr 20, 2004	-3	Firm change	Other

Relationships

Registered with (10)

→ SEQUENT PLANNING, LLCRegistered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ ZADERAKA, DENNISRegistered adviserregistration: previous registration
Jan 23, 2025 to Dec 31, 2025factForm ADV
→ THE BOTTOM LINE WEALTH MANAGEMENT LTD.Registered adviserregistration: previous registration
Jul 14, 2021 to Dec 19, 2022factForm ADV
→ SHARPEPOINT, LLCRegistered adviserregistration: previous registration
Jul 7, 2020 to Sep 4, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 17, 2016 to Jun 21, 2019factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Aug 25, 2015 to Sep 23, 2016factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 13, 2013 to Aug 31, 2015factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 5, 2012 to Jun 7, 2013factForm ADV
→ INFINITE ORCHARDS LLCRegistered adviserregistration: previous registration
Nov 7, 2011 to Jun 26, 2012factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Apr 20, 2004 to Mar 28, 2005factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Dennis Eugene Zaderaka left Zaderaka, Dennis for Sequent Planning, Llc (registered 2026-01-12)
Form ADVobserved 3 days ago
Occurred
Dec 19, 2022
Advisor changed firm
Dennis Eugene Zaderaka left The Bottom Line Wealth Management Ltd. for Zaderaka, Dennis (registered 2025-01-23)
Form ADVobserved 3 days ago