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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-18
  • SC RA
    APPROVED
    Since 2025-06-18

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

997 Morrison Dr., Suite 401, Charleston, SC 29403 • 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
Jpmorgan Distribution Services, Inc. Columbus OH 01/2020 02/2022
Recreational Physical & Activity Center /Ohio State/Life Facilty Columbus OH 12/2016 10/2018
Bmo Harris Bank Columbus OH 06/2018 08/2018
Pnc Wealth Mangement Columbus OH 05/2019 08/2019
Scioto Country Club Columbus OH 05/2017 08/2017
Swensons Columbus OH 10/2018 08/2019
Unemployed Columbus OH 09/2019 01/2020
Unemployed Columbus OH 09/2016 11/2016
J.P. Morgan Institutional Investments Inc. New York NY 02/2022 05/2025
J.P. Morgan Investment Management Inc. New York NY 02/2022 05/2025
Sequoia Financial Group, Llc Akron OH 06/2025 Present
  • 01/2020 → 02/2022
    Jpmorgan Distribution Services, Inc.
    Columbus, OH
  • 12/2016 → 10/2018
    Recreational Physical & Activity Center /Ohio State/Life Facilty
    Columbus, OH
  • 06/2018 → 08/2018
    Bmo Harris Bank
    Columbus, OH
  • 05/2019 → 08/2019
    Pnc Wealth Mangement
    Columbus, OH
  • 05/2017 → 08/2017
    Scioto Country Club
    Columbus, OH
  • 10/2018 → 08/2019
    Swensons
    Columbus, OH
  • 09/2019 → 01/2020
    Unemployed
    Columbus, OH
  • 09/2016 → 11/2016
    Unemployed
    Columbus, OH
  • 02/2022 → 05/2025
    J.P. Morgan Institutional Investments Inc.
    New York, NY
  • 02/2022 → 05/2025
    J.P. Morgan Investment Management Inc.
    New York, NY
  • 06/2025 → Present
    Akron, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-06
  • S63 Uniform Securities Agent State Law Examination
    2020-03-06
Designations
Other Names
  • Cuyler Costanzo

View on SEC IAPD

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