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840 Rothrock Road Suite 201, Copley, OH 44321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-22 |
Branch Locations
840 Rothrock Road Suite 201, Copley, OH 44321 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 10/2005 | 02/2023 |
| Unemployed | Aurora | OH | 02/2023 | 06/2023 |
| Signal Tree Financial Partners, Llc | Copley | OH | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
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