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Tami C Carroll

Sequoia Financial Group, L.L.C.

Boulder , CO

Akron, OH

Bsw Wealth Partners

Boulder, CO

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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-15
  • CO RA
    APPROVED
    Since 2026-07-15

Branch Locations

2300 Broadway Street, Boulder , CO 80304 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2019-09-04
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2019-09-04

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cobiz Wealth Denver CO 01/2016 01/2018
Aveo Capital Partners, Llc Greenwood Village CO 01/2018 08/2019
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 08/2019 Present
Sequoia Financial Group Akron OH 07/2026 Present
  • 01/2016 → 01/2018
    Cobiz Wealth
    Denver, CO
  • 01/2018 → 08/2019
    Aveo Capital Partners, Llc
    Greenwood Village, CO
  • 08/2019 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron , OH
Previous Registrations
  • 2018-02-12 → 2019-12-09
    Aveo Capital Partners, Llc
    Englewood, CO
  • 2013-08-19 → 2018-02-23
    Cobiz Wealth
    Denver, CO
  • 2010-12-09 → 2012-02-13
    Equitable Advisors, Llc
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-23
  • S66 Uniform Combined State Law Examination
    2010-11-23
Designations
Other Names
  • Tami C Hopp

View on SEC IAPD

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