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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-26 |
| TX | RA | APPROVED | 2008-01-31 |
| FL | RA | APPROVED | 2007-04-30 |
| OH | RA | APPROVED | 2000-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 11/1990 | Present |
| Sequoia Financial Advisors, Llc | Akron | OH | 04/2002 | Present |
1)SEQUOIA FINANCIAL GROUP, LLC, PRESIDENT, RECEIVE SALARY & BONUS. 2)ON THE FOLLOWING BOARD OF DIRECTORS: BUCKEYE CORRUGATED, INC. (MANUFACTURER FIRM), TRICO (ADVISORY BOARD), GARRETT FOUNDATION, FIDELITY NATIONAL (ADVISORY BOARD), SEQUOIA FINANCIAL GROUP, EACH LESS THAN 10 HOURS PER MONTH, ALL OF WHICH MAY BE DURING TRADING HOURS. 3) DRAKE MANAGEMENT (REAL ESTATE MANAGEMENT FIRM), MANAGING MEMBER, LESS THAN 10 HOURS PER MONTH, ALL OF WHICH MAY BE DURING TRADING HOURS. 4) TRUSTEE FOR CLIENT ASSETS, 01/2017, INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH, ALL OF WHICH MAY BE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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