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Michael Stephen Orfe

Sequoia Financial Group, L.L.C.

Akron, OH

Berwyn, PA

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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 2023-06-27
  • PA RA
    APPROVED
    Since 2023-06-27

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1205 Westlakes Drive, Suite 270, Berwyn, PA 19312 • 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
Zeke Capital Advisors Berwyn PA 05/2016 03/2023
Sequoia Financial Group Berwyn PA 03/2023 Present
  • 05/2016 → 03/2023
    Zeke Capital Advisors
    Berwyn, PA
  • 03/2023 → Present
    Sequoia Financial Group
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-17
S63 Uniform Securities Agent State Law Examination 2005-12-22
  • S66 Uniform Combined State Law Examination
    2010-05-17
  • S63 Uniform Securities Agent State Law Examination
    2005-12-22
Designations
Other Names
  • Michael Stehen Orfe

View on SEC IAPD

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