Best Investors Account Sign in
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-14
  • MN RA
    APPROVED
    Since 2025-08-14

Branch Locations

1700 West 82Nd St Suite 150, Bloomington, MN 55431 • 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
Sequoia Financial Group Akron OH 05/2025 Present
Saint Mary's University Of Mn Winona MN 08/2022 05/2025
Pritchard Companies Clear Lake IA 05/2022 08/2024
Hyvee Mason City IA 04/2019 01/2023
Student Mason City IA 05/2015 04/2019
  • 05/2025 → Present
    Sequoia Financial Group
    Akron, OH
  • 08/2022 → 05/2025
    Saint Mary's University Of Mn
    Winona, MN
  • 05/2022 → 08/2024
    Pritchard Companies
    Clear Lake, IA
  • 04/2019 → 01/2023
    Hyvee
    Mason City, IA
  • 05/2015 → 04/2019
    Student
    Mason City, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-08-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor