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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-02-20
  • TN RA
    APPROVED
    Since 2025-02-20

Branch Locations

104 Woodmont Blvd #320, Nashville, TN 37205 • 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
Bb&T Investment Services, Inc. Knoxville TN 08/2014 09/2016
Tiaa Knoxville TN 09/2016 08/2020
Tiaa-Cref Individual & Institutional Services, Llc Knoxville TN 09/2016 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 08/2020 03/2021
Bank Of America, N.A. Knoxville TN 01/2021 03/2021
Key Capital Management, Inc. Dba Wood Financial Hendersonville/Franklin TN 05/2022 12/2022
Us Bank Private Wealth Nashville TN 03/2021 01/2022
Blueaura Group Nashville TN 01/2022 05/2022
Unemployed Knoxville TN 01/2023 03/2023
Tbh Global Asset Management, Llc Dba Tbh Advisors Brentwood TN 03/2023 Present
  • 08/2014 → 09/2016
    Bb&T Investment Services, Inc.
    Knoxville, TN
  • 09/2016 → 08/2020
    Tiaa
    Knoxville, TN
  • 09/2016 → 08/2020
    Knoxville, TN
  • 08/2020 → 03/2021
    Knoxville, TN
  • 01/2021 → 03/2021
    Bank Of America, N.A.
    Knoxville, TN
  • 05/2022 → 12/2022
    Key Capital Management, Inc. Dba Wood Financial
    Hendersonville/Franklin, TN
  • 03/2021 → 01/2022
    Us Bank Private Wealth
    Nashville, TN
  • 01/2022 → 05/2022
    Blueaura Group
    Nashville, TN
  • 01/2023 → 03/2023
    Unemployed
    Knoxville, TN
  • 03/2023 → Present
    Tbh Global Asset Management, Llc Dba Tbh Advisors
    Brentwood, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-01
  • S66 Uniform Combined State Law Examination
    2011-04-01
Other Names
  • Matthew B Malone
  • Matthew Bird Malone
  • Matthew Malone

View on SEC IAPD

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