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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-01 |
| OH | RA | APPROVED | 2017-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 09/2017 |
| Sequoia Financial Group, Llc | Akron | OH | 09/2017 | 03/2025 |
| Sequoia Financial Advisors, Llc | Akron | OH | 09/2017 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - SEPTEMBER 2017. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-26 |
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