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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-15 |
Branch Locations
5475 Rings Road Suite 475, Dublin, OH 43017 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Columbus | OH | 10/2016 | 02/2018 |
| Jp Morgan Securites Llc | Columbus | OH | 10/2016 | 01/2019 |
| Unemployed | Powell | OH | 11/2015 | 10/2016 |
| Jp Morgan Chase Bank, N.A. | Columbus | OH | 02/2018 | 01/2019 |
| Wealthstone | Columbus | OH | 01/2019 | 07/2021 |
| Sequoia Financial Group Llc | Columbus | OH | 07/2021 | Present |
| Sequoia Financial Advisors Llc | Columbus | OH | 07/2021 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 5000 HORIZONS DRIVE, COLUMBUS, OHIO 43220. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
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