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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
Jnba Financial Advisors Inc. Bloomington MN 04/2019 04/2023
The Johnston Group, Llc Minneapolis MN 02/2017 03/2019
Abbot Downing Minneapolis MN 01/2011 12/2016
Carlson Capital Management, Llc Bloomington MN 08/2023 Present
Unemployed Woodbury MN 05/2023 07/2023
  • 04/2019 → 04/2023
    Jnba Financial Advisors Inc.
    Bloomington, MN
  • 02/2017 → 03/2019
    The Johnston Group, Llc
    Minneapolis, MN
  • 01/2011 → 12/2016
    Abbot Downing
    Minneapolis, MN
  • 08/2023 → Present
    Carlson Capital Management, Llc
    Bloomington, MN
  • 05/2023 → 07/2023
    Unemployed
    Woodbury, MN
Previous Registrations
  • 2023-10-05 → 2025-09-10
    Carlson Capital Management, Llc
    Bloomington, MN
  • 2019-05-01 → 2023-05-01
    Bloomington, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-29
  • S63 Uniform Securities Agent State Law Examination
    2001-01-29
Designations

View on SEC IAPD

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