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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-06-01 |
| TX | RA | APPROVED | 2018-06-01 |
Branch Locations
2000 Auburn Dr. Suite 350, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cleveland | OH | 11/2013 | 11/2016 |
| Rsm Us Wealth Management Llc | Cleveland | OH | 11/2016 | 04/2018 |
| Sequoia Financial Group, Llc | Akron | OH | 04/2018 | Present |
| Sequoia Financial Advisors, Llc | Akron | OH | 04/2018 | Present |
1. SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - APRIL 2018. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC. 2. PRESIDENT OF INTEGRITY EXCAVATING, LLC. SPOUSES COMPANY. CONSTRUCTION CONTRACTOR. MAY 2002 - PRESENT. LESS THAN ONE HOUR A MONTH ON WEEKENDS - BOOKKEEPING & DATA ENTRY. PREPARE TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-08 |
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