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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-23
  • OH RA
    APPROVED
    Since 2025-07-23

Branch Locations

3500 Embassy Parkway, Suite 100, Akron, OH 44333 • 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, 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
  • 06/2025 → Present
    Akron, OH
  • 08/2021 → 05/2025
    The Ohio State University
    Columbus, OH
  • 08/2017 → 05/2021
    Revere High School
    Richfield, OH
  • 08/2014 → 05/2017
    Revere Middle School
    Richfield, OH
  • 06/2024 → 08/2024
    Jp Morgan Chase & Co.
    Columbus, OH
  • 06/2023 → 08/2023
    Fidelity Investments
    Boston, MA
  • 01/2022 → 05/2025
    The Ohio State University
    Columbus, OH
  • 10/2020 → 08/2021
    Country Maid Ice Cream
    Richfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28

View on SEC IAPD

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