Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Financial Group | Akron | OH | 05/2019 | 04/2022 |
| Miami University | Oxford | OH | 10/2015 | 05/2017 |
| Graydon Compliance Solutions | Cincinnatti | OH | 05/2017 | 08/2017 |
| Sequoia Financial Group | Akron | OH | 05/2022 | 02/2023 |
| Sequoia Financial Group, L.L.C. | Akron | OH | 02/2023 | Present |
| Miami University | Oxford | OH | 08/2015 | 05/2019 |
| Sequoia Financial Advisors, Llc | Akron | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
Reach out to this advisor