Best Investors
Account
Sign in
Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-24 |
| MI | RA | APPROVED | 2019-01-07 |
Branch Locations
5480 Corporate Drive Suite 100, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Ljpr Financial Advisors | Troy | MI | 08/2015 | 12/2018 |
| Sequoia Financial Group, Llc | Troy | MI | 01/2019 | Present |
| Sequoia Financial Advisors, Llc | Troy | MI | 01/2019 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 5480 CORPORATE DR. SUITE 100, TROY, MI 48098. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JANUARY 2019. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-04 |
Reach out to this advisor