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Matthew Vernon Samek

Sequoia Financial Group, L.L.C.

Akron, OH

Boulder , CO

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 2026-07-14
  • CO RA
    APPROVED
    Since 2026-07-14

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

2300 Broadway Street, Boulder , CO 80304 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-04-24
  • CO RA
    APPROVED
    Since 2012-04-24

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
Bsw Wealth Partners Boulder CO 01/2016 Present
R3 Returns, Llc Boulder CO 01/2016 03/2023
Sequoia Financial Group Akron OH 07/2026 Present
  • 01/2016 → Present
    Bsw Wealth Partners
    Boulder, CO
  • 01/2016 → 03/2023
    R3 Returns, Llc
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron , OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-23
  • S65 Uniform Investment Adviser Law Examination
    2012-04-23

View on SEC IAPD

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