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Matthew James Schafer

Sequoia Wealth Management Group

Gardnerville, NV

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Current Employers
Sequoia Wealth Management Group

Gardnerville, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2021-02-18
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2021-02-18

Branch Locations

2026 Rocking Horse Rd., Gardnerville, NV 89410 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Petaluma CA 04/2010 12/2020
Raymond James Financial Services Advisors St Petersburg FL 04/2010 12/2020
Petersen Land Management Geyserville CA 08/2018 Present
Sequoia Wealth Management Group Petaluma CA 09/2020 Present
  • 04/2010 → 12/2020
    Raymond James Financial Services
    Petaluma, CA
  • 04/2010 → 12/2020
    Raymond James Financial Services Advisors
    St Petersburg, FL
  • 08/2018 → Present
    Petersen Land Management
    Geyserville, CA
  • 09/2020 → Present
    Petaluma, CA
Previous Registrations
Other Businesses

PETERSEN LAND MANAGEMENT. NOT INVESTMENT RELATED. P/T EMPLOYEE. STARTED:08/2018. GEYSERVILLE, CA. 24 HRS PER MONTH, 10 DURING TRADING HRS. HEAVY EQUIPMENT OPERATOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-14
S63 Uniform Securities Agent State Law Examination 1996-10-30
  • S65 Uniform Investment Adviser Law Examination
    2002-03-14
  • S63 Uniform Securities Agent State Law Examination
    1996-10-30
Other Names
  • Matthew J Schafer

View on SEC IAPD

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