Heather Lee Welsh

Current Employers

Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2007-09-07

OH RA
APPROVED

Since 2007-09-07

Branch Locations

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

Organization	City	State	From	To
Sequoia Financial Group	Akron	OH	02/2014	01/2018
Sequoia Financial Group	Akron	OH	02/2018	01/2019
Sequoia Financial Group	Akron	OH	02/2019	Present

02/2014 → 01/2018

Sequoia Financial Group

Akron, OH
02/2018 → 01/2019

Sequoia Financial Group

Akron, OH
02/2019 → Present

Sequoia Financial Group

Akron, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JUNE 2007. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, WEALTH PLANNING. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-07

S66 Uniform Combined State Law Examination

2008-11-07

Designations

Other Names

Heather L Brown
Heather Lee Brown

View on SEC IAPD

Current Employers

Sequoia Financial Group, L.L.C.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews