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Alexander Isaiah Rupert

Sequoia Financial Group, L.L.C.

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-11
OH RA APPROVED 2018-10-11
  • TX RA
    APPROVED
    Since 2023-10-11
  • OH RA
    APPROVED
    Since 2018-10-11

Branch Locations

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
Laurel Tree Advisors Llc Cleveland OH 01/2014 09/2018
Sequoia Financial Group Akron OH 10/2018 Present
  • 01/2014 → 09/2018
    Laurel Tree Advisors Llc
    Cleveland, OH
  • 10/2018 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2015-02-23 → 2018-09-28
    Laurel Tree Advisors, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-20
  • S65 Uniform Investment Adviser Law Examination
    2015-02-20
Designations
Other Names
  • Alexander Isaiah Rupert
  • Alexander Isaiah Rupert

View on SEC IAPD

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