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Heidi Jane Zirnkilton

Sequoia Financial Group, L.L.C.

Berwyn, PA

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
PA RA APPROVED 2023-12-22
  • PA RA
    APPROVED
    Since 2023-12-22

Branch Locations

1205 Westlakes Dr. Suite 270, Berwyn, PA 19312 • 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
Sequoia Financial Group, Llc Berwyn PA 04/2023 Present
Zeke Capital Advisors Berwyn PA 01/2023 04/2023
Global Data Consultant Chambersburg PA 02/2020 05/2021
Northwestern Mutual King Of Prussia PA 05/2020 08/2020
University Of Miami Coral Gables FL 08/2017 05/2021
Episcopal Academy Newtown Square PA 09/2013 05/2017
Kaiserman Jcc Wynnewood PA 05/2017 08/2017
University Of Miami Coral Gables FL 08/2021 05/2022
Unemployed St. Davids PA 06/2021 07/2021
Unemployed St. Davids PA 06/2022 12/2022
  • 04/2023 → Present
    Sequoia Financial Group, Llc
    Berwyn, PA
  • 01/2023 → 04/2023
    Zeke Capital Advisors
    Berwyn, PA
  • 02/2020 → 05/2021
    Global Data Consultant
    Chambersburg, PA
  • 05/2020 → 08/2020
    Northwestern Mutual
    King Of Prussia, PA
  • 08/2017 → 05/2021
    University Of Miami
    Coral Gables, FL
  • 09/2013 → 05/2017
    Episcopal Academy
    Newtown Square, PA
  • 05/2017 → 08/2017
    Kaiserman Jcc
    Wynnewood, PA
  • 08/2021 → 05/2022
    University Of Miami
    Coral Gables, FL
  • 06/2021 → 07/2021
    Unemployed
    St. Davids, PA
  • 06/2022 → 12/2022
    Unemployed
    St. Davids, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22

View on SEC IAPD

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