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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-15
NE RA APPROVED 2025-04-09
  • AZ RA
    APPROVED
    Since 2026-05-15
  • NE RA
    APPROVED
    Since 2025-04-09

Branch Locations

2355 E. Camelback Rd., Suite 900, Phoeniz, AZ 85016 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Execso Omaha NE 01/2017 03/2020
Heritage Financial Services Omaha NE 08/2015 01/2017
Embassy Suites Lincoln NE 09/2005 04/2020
Tim Harrison Omaha NE 03/2020 01/2021
Northwestern Mutual Investment Services Llc Omaha NE 03/2020 01/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2020 01/2021
Cwm, Llc Omaha NE 02/2021 04/2025
Sequoia Financial Group Akron OH 04/2025 Present
  • 01/2017 → 03/2020
    Execso
    Omaha, NE
  • 08/2015 → 01/2017
    Heritage Financial Services
    Omaha, NE
  • 09/2005 → 04/2020
    Embassy Suites
    Lincoln, NE
  • 03/2020 → 01/2021
    Tim Harrison
    Omaha, NE
  • 03/2020 → 01/2021
    Omaha, NE
  • 07/2020 → 01/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2021 → 04/2025
    Omaha, NE
  • 04/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Other Businesses

NAME OF BUSINESS: Omaha Venture Group NATURE: Community Foundation START: 08/01/2020 POSITION: Vice Chair APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Strategic planning, facilitate meetings, and set membership activities. Ultimately to select non-profits through a member voting process. NAME OF BUSINESS: Scopious Coaching NATURE: Life Coaching START: 12/26/2023 POSITION: Owner APPX. HRS/MONTH: 12 % APPX HRS/MONTH DURING TRADING HOURS: 6 DUTIES: Working with individuals in 1 on 1 coaching sessions. 1-3 per week. Group cohorts 2x a month as part of development. FIXED INSURANCE NATURE: Insurance START: 07/01/20001 APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Embassy Suites NATURE: Hotel START: 09/01/2005 End: 05/01/2024 POSITION: Bartender APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Bartend 5 days a year on Saturdays

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-09
  • S66 Uniform Combined State Law Examination
    2001-05-09
Designations
Other Names
  • Brady Ryan Marlow
  • Brady R Marlow

View on SEC IAPD

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