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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-24 |
Branch Locations
1410 N. Westshore Blvd. Suite 410, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2000 | 09/2018 |
| Sequoia Financial Group, Llc | Tampa | FL | 01/2020 | 01/2022 |
| Sequoia Financial Advisors, Llc | Tampa | FL | 01/2020 | Present |
| Retired | Oviedo | FL | 09/2018 | 01/2020 |
| Sequoia Financial Group, Llc | Tampa | FL | 01/2022 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 1410 N WESTSHORE BLVD SUITE 410, TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JANUARY 2020. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS AND PROFIT DISTIBUTIONS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-23 |
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