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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 06/2018 | 08/2023 |
| Tektronix | Beaverton | OR | 01/2012 | 04/2018 |
| Sequoia Financial Advisors, Llc | Akron | OH | 06/2018 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2023 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JUNE 2018. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR< WEALTH ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-05 |
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