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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-01 |
| CA | RA | APPROVED | 2019-07-15 |
| TX | RA | APPROVED | 2019-07-10 |
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, Llc | Akron | OH | 03/2016 | 02/2018 |
| Sequoia Financial Group | Akron | OH | 02/2018 | 01/2020 |
| Sequoia Financial Advisors, Llc | Akron | OH | 09/2014 | Present |
| Sequoia Financial Group, Llc | Tampa | FL | 01/2020 | Present |
SEQUOIA FINANCIAL GROUP, LLC. TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - September 2014. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR MANAGER, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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