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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-23 |
Branch Locations
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • United States
3500 Embassy Parkway, Akron, OH 44333 • 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 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| Revere High School | Richfield | OH | 08/2017 | 05/2021 |
| Revere Middle School | Richfield | OH | 08/2014 | 05/2017 |
| Jp Morgan Chase & Co. | Columbus | OH | 06/2024 | 08/2024 |
| Fidelity Investments | Boston | MA | 06/2023 | 08/2023 |
| The Ohio State University | Columbus | OH | 01/2022 | 05/2025 |
| Country Maid Ice Cream | Richfield | OH | 10/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
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