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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 07/2022 | 12/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 01/2024 | Present |
| Lp Analyst | Dallas | TX | 05/2021 | 07/2022 |
| The Ohio State | Columbus | OH | 08/2017 | 05/2021 |
| University School | Hunting Valley | OH | 08/2013 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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