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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-04 |
| IL | RA | APPROVED | 2025-01-24 |
Branch Locations
353 N. Clark St, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Financial Advisors | Greensboro | NC | 03/2020 | 05/2023 |
| Bankers Life | Charlotte | NC | 10/2019 | 03/2020 |
| Unemployed/Travel | Charlotte | NC | 12/2018 | 10/2019 |
| United Technologies | Charlotte | NC | 08/2012 | 12/2018 |
| Sequoia Financial Advisors | Tampa | FL | 06/2023 | Present |
| Sequoia Financial Group, Llc | Tampa | FL | 06/2023 | Present |
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