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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| OH | RA | APPROVED | 2018-04-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank, N.A. | Cleveland | OH | 02/2013 | Present |
| Lpl Financial Llc | Akron | OH | 09/2013 | Present |
| The Huntington Investment Company | Akron | OH | 02/2017 | Present |
| Sequoia Financial Advisors, Llc | Akron | OH | 03/2018 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 03/2018 | Present |
(1) Sequoia Financial Group, LLC: Investment relate, Started 3/26/2018, Full Time, Vice President, Financial Planning/Asset Management, I receive a salary and am eligible for a bonus. (2) Rental Real Estate: Investment Related, as of 2/2/2010, 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
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