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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-28 |
| MD | RA | APPROVED | 2025-04-01 |
| MN | RA | APPROVED | 2025-04-01 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2013 | 12/2019 |
| Carlson Capital Management Llc | Rochester | MN | 01/2020 | 06/2022 |
| Carlson Capital Management, Llc | Rochester | MN | 07/2022 | 12/2024 |
| Carlson Capital Management Llc | Rochester | MN | 01/2025 | 03/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-28 |
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