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Inactive

Nicholas John Willson

Sequoia Financial Group, L.L.C.

Akron, OH

Berwyn, PA

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-15
  • PA RA
    APPROVED
    Since 2025-04-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1205 Westlakes Dr. Suite 270, Berwyn, PA 19312 • 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
Sequoia Financial Group Akron OH 02/2025 Present
Rkl Reading PA 01/2024 08/2024
Opake Institute Reading PA 08/2022 12/2024
Walmart Bechtelsville PA 05/2020 05/2021
Unemployed Bechtelsville PA 01/2015 05/2020
Unemployed Bechtelsville PA 05/2021 08/2022
  • 02/2025 → Present
    Sequoia Financial Group
    Akron, OH
  • 01/2024 → 08/2024
    Rkl
    Reading, PA
  • 08/2022 → 12/2024
    Opake Institute
    Reading, PA
  • 05/2020 → 05/2021
    Walmart
    Bechtelsville, PA
  • 01/2015 → 05/2020
    Unemployed
    Bechtelsville, PA
  • 05/2021 → 08/2022
    Unemployed
    Bechtelsville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15

View on SEC IAPD

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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
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