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.

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

May 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 12, 2015

First registration

Jul 14, 2017

Dual registered

no

Other names

MELISSA NADINE DOTSON|MELISSA NADINE BISHOP|MELISSA N. MLASKO|MELISSA MLASKO|MELISSA N MLASKO

IAPD individual key

5553386

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad5164ce-9142-d103-6185-db7940e62a2d

First observed

Jul 14, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.