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Stephanie Marie Pritchard

Sequoia Financial Group, L.L.C.

Akron, OH

Tampa, FL

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-03
  • FL RA
    APPROVED
    Since 2024-07-03

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1410 North Westshore Blvd, Tampa, FL 33607 • 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
Charles Schwab & Co., Inc. Sarasota FL 08/2019 03/2023
Lockheed Martin Corporation Orlando FL 08/2017 08/2019
University Of Central Florida Orlando FL 05/2013 08/2017
University Of Central Florida Orlando FL 08/2016 08/2017
Charles Schwab Bank, Ssb Sarasota FL 05/2021 03/2023
Fisher Investments Tampa FL 03/2024 06/2024
Deloitte Tampa FL 03/2023 03/2024
Sequoia Financial Group, Llc Akron OH 07/2024 Present
  • 08/2019 → 03/2023
    Charles Schwab & Co., Inc.
    Sarasota, FL
  • 08/2017 → 08/2019
    Lockheed Martin Corporation
    Orlando, FL
  • 05/2013 → 08/2017
    University Of Central Florida
    Orlando, FL
  • 08/2016 → 08/2017
    University Of Central Florida
    Orlando, FL
  • 05/2021 → 03/2023
    Charles Schwab Bank, Ssb
    Sarasota, FL
  • 03/2024 → 06/2024
    Fisher Investments
    Tampa, FL
  • 03/2023 → 03/2024
    Deloitte
    Tampa, FL
  • 07/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2024-03-12 → 2024-06-24
    Fisher Investments
    Plano, TX
    Tampa, FL
  • 2020-03-13 → 2023-03-14
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Plantation, FL
    Indianapolis, IN
    Indianapolis, IN
    Plantation, FL
    Sarasota, FL
    St. Petersburg, FL
    Mountain Brook, AL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2020-03-13
Other Names
  • Stephanie Sobolewski
  • Stephanie Marie Sobolewski

View on SEC IAPD

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Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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