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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Stamp & Company | Tequesta | FL | 06/2015 | 02/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2015 | 02/2018 |
| Adam Financial Associates | Boca Raton | FL | 02/2018 | 02/2020 |
| Tobias Financial Advisors | Plantation | FL | 08/2020 | 03/2021 |
| Mercer Global Advisors Inc. | Boca Raton | FL | 12/2019 | 08/2020 |
| Facet Wealth | Baltimore | MD | 03/2021 | 05/2023 |
| Element Pointe Family Office | Miami | FL | 05/2023 | 05/2024 |
| Fiduciary Family Office, Llc | Boca Raton | FL | 05/2024 | 09/2024 |
| Q3 Advisors, Llc | Marble Falls | TX | 09/2024 | 12/2024 |
| Sequoia Financial Group, Llc | Tampa | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-14 |
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