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Inactive

William Szlag

Sequoia Financial Group, L.L.C.

Akron, OH

Troy, MI

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-16
  • MI RA
    APPROVED
    Since 2024-04-16

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5480 Corporate Dr., Suite 100, Troy, MI 48098 • 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
Hantz Financial Services Southfield MI 09/2018 04/2020
Puma Auburn Hills MI 07/2018 09/2018
Public Works Clinton Twp Clinton Twp MI 05/2018 08/2018
Oakland University Auburn Hills MI 09/2015 12/2019
Liberty Sheet Metal Shelby MI 05/2017 09/2017
Liberty Sheet Metal Shelby MI 05/2016 09/2016
Hantz Financial Services Southfield MI 04/2020 10/2021
Lpl Financial, Llc Auburn Hills MI 10/2021 02/2024
Sequoia Financial Group, Llc Akron OH 04/2024 Present
  • 09/2018 → 04/2020
    Hantz Financial Services
    Southfield, MI
  • 07/2018 → 09/2018
    Puma
    Auburn Hills, MI
  • 05/2018 → 08/2018
    Public Works Clinton Twp
    Clinton Twp, MI
  • 09/2015 → 12/2019
    Oakland University
    Auburn Hills, MI
  • 05/2017 → 09/2017
    Liberty Sheet Metal
    Shelby, MI
  • 05/2016 → 09/2016
    Liberty Sheet Metal
    Shelby, MI
  • 04/2020 → 10/2021
    Hantz Financial Services
    Southfield, MI
  • 10/2021 → 02/2024
    Lpl Financial, Llc
    Auburn Hills, MI
  • 04/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2021-09-07
Other Names
  • Bill Szlag

View on SEC IAPD

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