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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11 Bridge Square, Northfield, MN 55057 • 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
Carlson Capital Management, Llc Northfield MN 11/2015 03/2025
Sequoia Financial Group, Llc Akron OH 03/2025 Present
Previous Registrations
  • 2015-12-15 → 2025-09-10
    Carlson Capital Management, Llc
    Northfield, MN
  • 2014-01-29 → 2016-01-06
    Carlson Capital Management
    Northfield, MN
Other Businesses

CARLSON CAPITAL PARTNERS, LLC, NOT INVESTMENT RELATED, 11 BRIDGE SQUARE, NORTHFIELD, MN 55057, REAL ESTATE THAT OWNS AND LEASES REAL ESTATE, START DATE 03/22/2000, 1 - 5 HOURS PER MONTH OUTSIDE OF TRADING HOURS, SHAREHOLDER AND PARTNER. MADISON MN, LLC (PARTNER), INVESTMENT RELATED, 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057, START DATE 04/01/2025, 1 - 5 HOURS PER MONTH OUTSIDE OF TRADING HOURS, SHAREHOLDER DUTIES AND PARTNER.

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