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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-15 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Griffin Tax & Invetment Services Llc | Lake Oswego | OR | 10/1998 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/1999 | 10/2016 |
| Martin Worley Group | Lake Oswego | OR | 11/2016 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: GRIFFIN TAX & INVESTMENT SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX PREPARATION AND DBA FOR SECURITIES BUSINESS, START DATE: 10/98, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: TAX CONSULTANT/PREPARER, REGISTERED REPRESENTATIVE; Sequoia Financial Group, LLC - Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-31 |
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