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Advisor at SEQUENT PLANNING, LLC
OMAHA, NE | Mcdonough, GA
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 | Dec 5, 2025 | n/a | yes | Mcdonough, GA|OMAHA, NE | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Nov 30, 2023 | May 7, 2025 | no | WHEATON, IL|Mcdonough, GA | Previous registration |
| UNITED ADVISORS AMERICA | Independent wealth | Oct 11, 2023 | Nov 30, 2023 | no | McDonough, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | SEQUENT PLANNING, LLC | May 7, 2025 | Dec 5, 2025 | 212 | Firm change | Other |
| UNITED ADVISORS AMERICA | BROOKSTONE WEALTH ADVISORS, LLC | Nov 30, 2023 | Nov 30, 2023 | 0 | Firm change | Other |