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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-14 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
2300 Broadway Street, Boulder, CO 80304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-06 |
| CO | RA | APPROVED | 2006-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R3 Returns, Llc | Boulder | CO | 01/2015 | 03/2023 |
| Bsw Wealth Partners | Boulder | CO | 01/2014 | Present |
| Sequoia Financial Group | Akron | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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