Kevin Patrick Vaillancourt

Current Employers

Employment History

• 11/2016 → 04/2017
  Resource Securities
  Philadelphia, PA
• 11/2017 → 02/2020
  Sequoia Financial Group, Llc
  Akron, OH
• 11/2017 → 02/2020
  Sequoia Financial Advisors, Llc
  Akron, OH
• 01/2016 → 11/2016
  Not Employed
  Hudson, OH
• 05/2017 → 10/2017
  Not Employed
  Hudson, OH
• 12/2018 → 02/2020
  Cbiz Investment Advisory Services
  Cleveland, OH
• 02/2020 → Present
  Ancora Holdings Group
  Cleveland, OH
• 02/2020 → Present
  Ancora Retirement Plan Advisors
  Cleveland, OH
• 02/2020 → Present
  Ancora Private Wealth Advisors
  Cleveland, OH
• 03/2020 → Present
  Inverness Securities Llc
  Cleveland, OH

Previous Registrations

• 2018-12-19 → 2020-02-03
  Cbiz Investment Advisory Services, Llc
  Cleveland, OH
• 2017-11-28 → 2018-12-31
  Sequoia Financial Group, L.L.C.
  Akron, OH

Other Businesses

1. Ancora Retirement Plan Advisors (ARPA) - Investment-related; 6060 Parkland Blvd, Suite 200, Mayfield Heights, Ohio 44124; Director; 90 hours/month; 2/2020 2. Ancora Private Wealth Advisors (APWA - formerly Ancora Family Wealth Advisors) - Investment-related; 6060 Parkland Blvd, Suite 200, Mayfield Heights, Ohio 44124; Director (retirement plan advisors); 20 hours/month; 2/2020 3. Ancora Holdings Group, Inc - Investment-related; 6060 Parkland Blvd, Suite 200, Mayfield Heights, Ohio 44124; Director (retirement plan advisors); 20 hours/month; 2/2020 4. Vail Resorts - Not investment related; Boston Mills - 7100 Riverview Rd, Peninsula, OH 44264; seasonal ski instructor; 20 hours/month; 12/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-31

Other Names

• Kevin Patrick Vaillancourt