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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-15 |
| TX | RA | APPROVED | 2019-07-10 |
| OH | RA | APPROVED | 2016-10-03 |
Branch Locations
2000 Auburn Dr. Ste 350, Beachwood, OH 44122 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rav Financial Services, Llc | Independence | OH | 01/1994 | 09/2016 |
| Sequoia Financial Group, Llc | Beachwood | OH | 10/2016 | Present |
| Sequoia Financial Advisors, Llc | Beachwood | OH | 10/2016 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DR SUITE 350 BEACHWOOD, OHIO 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - October 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - MANAGING DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-09 |
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