Best Investors
Account
Sign in
Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-15 |
Branch Locations
1410 N. Westshore Blvd. #410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2015 | 04/2018 |
| Harwood Advisory Group, Llc | Largo | FL | 04/2018 | 08/2018 |
| Pnc Investments | Sarasota | FL | 08/2018 | 10/2018 |
| Sequoia Financial Group, Llc | Tampa | FL | 12/2018 | 06/2020 |
| Sequoia Financial Advisors, Llc | Tampa | FL | 12/2018 | Present |
| Sequoia Financial Group, Llc | Tampa | FL | 06/2020 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 1410 N WESTSHORE BLVD SUITE 410, TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - December 2018. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - MANAGER, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-06 |
Reach out to this advisor