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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-02-20 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
4310 17Th Avenue South, Fargo, ND 58103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 05/2025 | Present |
| North Dakota State University | Fargo | ND | 08/2022 | 05/2025 |
| Fargo Public Schools | Fargo | ND | 08/2015 | 05/2022 |
| 46 North Landscaping | Fargo | ND | 05/2018 | 08/2023 |
| Bell Bank | Fargo | ND | 09/2023 | 05/2024 |
| Chs Inc. | Kindred | ND | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-16 |
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