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Andrew Francis Hogan

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 2023-03-06
  • PA RA
    APPROVED
    Since 2023-03-06

Branch Locations

1205 Westlakes Drive, 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
Chester Valley Golf Club Malvern PA 03/2014 08/2017
Pennsylvania State University University Park PA 08/2015 05/2019
Meridiana Barcelona 12/2017 04/2018
Zeke Capital Advisors Berwyn PA 05/2018 07/2018
Veritable Lp Newtown Square PA 05/2019 03/2020
Zeke Capital Advisors Berwyn PA 03/2020 03/2023
Sequoia Financial Group, Llc Berwyn PA 03/2023 01/2025
Sequoia Financial Group, Llc Berwyn PA 01/2025 Present
  • 03/2014 → 08/2017
    Chester Valley Golf Club
    Malvern, PA
  • 08/2015 → 05/2019
    Pennsylvania State University
    University Park, PA
  • 12/2017 → 04/2018
    Meridiana
    Barcelona
  • 05/2018 → 07/2018
    Zeke Capital Advisors
    Berwyn, PA
  • 05/2019 → 03/2020
    Veritable Lp
    Newtown Square, PA
  • 03/2020 → 03/2023
    Zeke Capital Advisors
    Berwyn, PA
  • 03/2023 → 01/2025
    Sequoia Financial Group, Llc
    Berwyn, PA
  • 01/2025 → Present
    Sequoia Financial Group, Llc
    Berwyn, PA
Previous Registrations
  • 2021-01-15 → 2023-02-28
    Zeke Capital Advisors, Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-23
  • S65 Uniform Investment Adviser Law Examination
    2020-12-23

View on SEC IAPD

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CREATIVE PLANNING · Berwyn, PA
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