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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-09-24
  • UT RA
    APPROVED
    Since 2024-09-24

Branch Locations

2901 N. Ashton Blvd., Ste. 200, Lehi, UT 84043-5496 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Student Provo UT 01/2014 06/2018
The Church Of Jesus Christ Of Latter Day Saints Seattle WA 08/2018 10/2020
Utv Warehouse Provo UT 11/2020 12/2022
Eide Bailly Llp Orem UT 01/2023 03/2023
Eide Bailly Llp Orem UT 04/2023 06/2024
Eide Bailly Advisors, Llc Orem UT 07/2024 Present
Sequoia Financial Group, Llc Akron OH 09/2024 Present
  • 01/2014 → 06/2018
    Student
    Provo, UT
  • 08/2018 → 10/2020
    The Church Of Jesus Christ Of Latter Day Saints
    Seattle, WA
  • 11/2020 → 12/2022
    Utv Warehouse
    Provo, UT
  • 01/2023 → 03/2023
    Eide Bailly Llp
    Orem, UT
  • 04/2023 → 06/2024
    Eide Bailly Llp
    Orem, UT
  • 07/2024 → Present
    Eide Bailly Advisors, Llc
    Orem, UT
  • 09/2024 → Present
    Akron, OH
Previous Registrations
  • 2024-09-10 → 2024-11-08
    Eide Bailly Advisors, Llc
    Orem, UT
    Sioux Falls, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-09

View on SEC IAPD

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