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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-18 |
Branch Locations
30 3Rd Street Se, Suite 201, Rochester, MN 55904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 06/2025 | Present |
| First Citizens Bank | Mason City | IA | 06/2022 | 05/2025 |
| Waldorf University | Forest City | IA | 03/2022 | 05/2022 |
| Mercy One North Iowa | Mason City | IA | 07/2021 | 03/2022 |
| Farmers State Bank | Clear Lake | IA | 10/2020 | 06/2021 |
| Waldorf University | Forest City | IA | 08/2018 | 01/2022 |
| Garner Hayfield Ventura Community School | Garner | IA | 08/2014 | 05/2018 |
Board Member of United Way, North Centra Iowa, this business is not investment related. I spend approximately an hour per month on this activity.
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