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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-15 |
Branch Locations
2300 Broadway Street, Boulder , CO 80304 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
2300 Broadway Street, Boulder, CO 80304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| CO | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bsw Wealth Partners | Boulder | CO | 04/2018 | 07/2018 |
| Bsw Wealth Partners | Boulder | CO | 07/2018 | 07/2020 |
| Bsw Wealth Partners, Inc., A Public Benefit Corporation | Boulder | CO | 07/2020 | Present |
| University Of Colorado - Admissions Office | Boulder | CO | 08/2013 | 05/2017 |
| University Of Colorado | Boulder | CO | 08/2013 | 05/2018 |
| Sequoia Financial Group | Akron | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-30 |
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