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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-08
  • FL RA
    APPROVED
    Since 2026-07-08

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1410 N. Westshore Blvd., Suite 410, Tampa , FL 33607 • 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
Florida Financial Advisors Tampa FL 07/2021 03/2022
University Of South Florida Athletics Tampa FL 02/2021 05/2021
Duffy's Sports Grill Tampa FL 07/2020 10/2020
Duffy's Sports Grill Tampa FL 08/2019 07/2020
Regal Cinemas Gainesville FL 07/2018 08/2019
Publix Supermarkets Inverness FL 03/2017 08/2017
Florida State University Tallahassee FL 08/2017 05/2018
Seven Rivers Christian School Lecanto FL 08/2013 05/2017
Unemployment Gainesville FL 05/2018 07/2018
University Of South Florida Tampa FL 08/2019 05/2021
Unemployment Tampa FL 05/2021 07/2021
Fisher Investments Tampa FL 05/2024 06/2026
Raymond James Financial St. Petersburg FL 05/2022 05/2024
Sequoia Financial Group Akron OH 06/2026 Present
  • 07/2021 → 03/2022
    Florida Financial Advisors
    Tampa, FL
  • 02/2021 → 05/2021
    University Of South Florida Athletics
    Tampa, FL
  • 07/2020 → 10/2020
    Duffy's Sports Grill
    Tampa, FL
  • 08/2019 → 07/2020
    Duffy's Sports Grill
    Tampa, FL
  • 07/2018 → 08/2019
    Regal Cinemas
    Gainesville, FL
  • 03/2017 → 08/2017
    Publix Supermarkets
    Inverness, FL
  • 08/2017 → 05/2018
    Florida State University
    Tallahassee, FL
  • 08/2013 → 05/2017
    Seven Rivers Christian School
    Lecanto, FL
  • 05/2018 → 07/2018
    Unemployment
    Gainesville, FL
  • 08/2019 → 05/2021
    University Of South Florida
    Tampa, FL
  • 05/2021 → 07/2021
    Unemployment
    Tampa, FL
  • 05/2024 → 06/2026
    Tampa, FL
  • 05/2022 → 05/2024
    Raymond James Financial
    St. Petersburg, FL
  • 06/2026 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12

View on SEC IAPD

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