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Kevin Allen Mcpeek

Journey Wealth Management

Cleveland, OH

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Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-02
  • OH RA
    APPROVED
    Since 2025-07-02

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • 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
Sequoia Financial Group, Llc Beachwood OH 02/2016 01/2020
Sequoia Financial Advisors, Llc Beachwood OH 02/2016 12/2019
Sequoia Financial Group, Llc Beachwood OH 01/2020 12/2021
Sequoia Financial Group, Llc Beachwood OH 01/2022 05/2025
Fsm Wealth Advisors Llc Dba Journey Wealth Management Llc Cleveland OH 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-15
  • S65 Uniform Investment Adviser Law Examination
    2016-08-15
Designations
Other Names
  • Kevin Mcpeek

View on SEC IAPD

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