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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
3555 Timmons Lane, Suite 1100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altruvista, Llc | Houston | TX | 06/2019 | 04/2024 |
| Texas A&M University | College Station | TX | 08/2014 | 05/2019 |
| Sequoia Financial Group, Llc | Akron | OH | 04/2024 | Present |
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