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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-08
  • MN RA
    APPROVED
    Since 2025-10-08

Branch Locations

1700 West 82Nd St, Suite 150, Bloomington, MN 55431 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2024 → 10/2025
    Great Point Capital, Llc
    Chicago, IL
  • 04/2019 → 12/2023
    West Coast Wealth Strategies
    San Diego, CA
  • 01/2014 → 04/2019
    Emoney Advisor, Llc
    San Diego, CA
  • 10/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2024-04-09
Designations

View on SEC IAPD

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