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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11 Bridge Square, Northfield, MN 55057 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Bgm Trunorth Wealth Partners Bloomington MN 10/2014 10/2016
Trunorth Wealth Partners St. Paul MN 10/2016 05/2021
Carlson Capital Management Llc Northfield MN 06/2021 03/2025
Sequoia Financial Group Akron OH 03/2025 Present
  • 10/2014 → 10/2016
    Bgm Trunorth Wealth Partners
    Bloomington, MN
  • 10/2016 → 05/2021
    Trunorth Wealth Partners
    St. Paul, MN
  • 06/2021 → 03/2025
    Carlson Capital Management Llc
    Northfield, MN
  • 03/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2021-07-22 → 2025-05-15
    Carlson Capital Management, Llc
    Bloomington, MN
    Hastings, MN
  • 2016-10-03 → 2021-03-19
    Grandview Delight, Llc
    St. Paul, MN
  • 2014-11-17 → 2016-10-03
    Bloomington, MN
  • 2014-01-21 → 2014-10-31
    Minneapolis, MN
    Minneapolis, MN
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-20
S63 Uniform Securities Agent State Law Examination 2007-06-16
  • S66 Uniform Combined State Law Examination
    2007-08-20
  • S63 Uniform Securities Agent State Law Examination
    2007-06-16
Designations
Other Names
  • Dave M Sayers

View on SEC IAPD

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