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Daniela Savova Truver

Sequoia Financial Group, L.L.C.

Mayfield, OH

Akron, OH

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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-04-28
  • OH RA
    APPROVED
    Since 2023-04-28

Branch Locations

5910 Landerbrook Drive Suite 300, Mayfield, OH 44124 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Suntrust Jupiter FL 02/2009 08/2018
Ballentine Partners, Llc Palm Beach Gardens FL 08/2018 03/2019
Sun Trust Jupiter FL 06/2019 04/2023
Sequoia Financial Group Akron OH 04/2023 Present
  • 02/2009 → 08/2018
    Suntrust
    Jupiter, FL
  • 08/2018 → 03/2019
    Ballentine Partners, Llc
    Palm Beach Gardens, FL
  • 06/2019 → 04/2023
    Sun Trust
    Jupiter, FL
  • 04/2023 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
Designations
Other Names
  • Daniela Savova-Truver
  • Daniela Savova Truver

View on SEC IAPD

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