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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-24 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
2901 N. Ashton Blvd., Ste. 200, Lehi, UT 84043-5496 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly | Orem | UT | 01/2018 | 05/2020 |
| Brigham Young University | Provo | UT | 02/2016 | 04/2017 |
| Remax Results | Orem | UT | 04/2017 | 12/2017 |
| Eide Bailly Advisors, Llc | Lehi | UT | 01/2018 | Present |
| Eide Bailly Financial Services, Llc | Fargo | ND | 01/2018 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
1. Eide Bailly Financial Services (Holding Co), No Title, Investment related, Since 05/2020 2. Eide Bailly Advisors, LLC, Wealth Advisor, Investment Related, Since 01/2018 3. Sequoia Financial Group, LLC, Wealth Advisor 9-2024 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
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