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Advisor at SEQUENT PLANNING, LLC
Houston, TX | 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 | Oct 16, 2025 | n/a | yes | OMAHA, NE|Houston, TX | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Sep 22, 2021 | Jun 9, 2026 | no | DALLAS, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 6, 2020 | Jul 28, 2021 | no | HOUSTON, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Mar 7, 2016 | Feb 20, 2020 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | SEQUENT PLANNING, LLC | Jun 9, 2026 | Oct 16, 2025 | -236 | Firm change after gap | Ibd to RIA |
| PRUCO SECURITIES, LLC | EAGLE STRATEGIES LLC | Jul 28, 2021 | Sep 22, 2021 | 56 | Firm change | Ibd to ibd |