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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-08 |
Branch Locations
1700 West 82Nd St, Suite 150, Bloomington, MN 55431 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Point Capital, Llc | Chicago | IL | 01/2024 | 10/2025 |
| West Coast Wealth Strategies | San Diego | CA | 04/2019 | 12/2023 |
| Emoney Advisor, Llc | San Diego | CA | 01/2014 | 04/2019 |
| Sequoia Financial Group | Akron | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-09 |
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