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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-25
  • OH RA
    APPROVED
    Since 2024-03-25

Branch Locations

5475 Rings Road Suite 475, Dublin, OH 43017 • 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
Ameri Dublin OH 02/2014 Present
J.P. Morgan Securities Llc Columbus OH 10/2014 Present
J.P. Morgan Chase Bank, Na Columbus OH 01/2017 Present
  • 02/2014 → Present
    Ameri
    Dublin, OH
  • 10/2014 → Present
    Columbus, OH
  • 01/2017 → Present
    J.P. Morgan Chase Bank, Na
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
S63 Uniform Securities Agent State Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11
  • S63 Uniform Securities Agent State Law Examination
    2014-12-04

View on SEC IAPD

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