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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-05 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group | Tampa | FL | 01/2018 | Present |
| Homemaker | Land O Lakes | FL | 01/2011 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
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