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Elizabeth Lee England

Sequoia Financial Group, L.L.C.

Akron, OH

Northfield, MN

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

11 Bridge Square, Northfield, MN 55057 • 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
White Oaks Wealth Advisors, Inc Minneapolis MN 09/2020 01/2024
Target Corporation Minneapolis MN 08/2013 07/2020
Carlson Capital Management Llc Bloomington MN 02/2024 06/2024
Carlson Capital Management Llc Bloomington MN 07/2024 03/2025
Sequoia Financial Group Akron OH 03/2025 Present
  • 09/2020 → 01/2024
    White Oaks Wealth Advisors, Inc
    Minneapolis, MN
  • 08/2013 → 07/2020
    Target Corporation
    Minneapolis, MN
  • 02/2024 → 06/2024
    Carlson Capital Management Llc
    Bloomington, MN
  • 07/2024 → 03/2025
    Carlson Capital Management Llc
    Bloomington, MN
  • 03/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-03
  • S65 Uniform Investment Adviser Law Examination
    2020-12-03
Designations
Other Names
  • Betsy England

View on SEC IAPD

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