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840 Rothrock Road Suite 201, Copley, OH 44321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-11 |
Branch Locations
840 Rothrock Road Suite 201, Copley, OH 44321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Advisors | Akron | OH | 01/2015 | 12/2019 |
| Sequoia Financial Group | Akron | OH | 01/2015 | 12/2019 |
| Signal Tree Financial Partners Llc | Copley | OH | 01/2021 | Present |
| Self Employed | Copley | OH | 01/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-20 |
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