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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-07-14 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
4310 17Th Ave. S., Fargo, ND 58103-2545 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Securities, Llc | Fargo | ND | 09/2004 | 04/2024 |
| Eide Bailly Advisors, Llc | Fargo | ND | 11/2003 | Present |
| Eide Bailly Agency | Fargo | ND | 11/2003 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 09/2015 | 07/2023 |
| Kbh North Shore Properties, Llc | Fargo | ND | 09/2016 | Present |
| Eide Bailly Llp | Fargo | ND | 11/2003 | Present |
| Abj Investments Llc. | Phoenix | AZ | 09/2021 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
1.) EIDE BAILLY LLP - PRINCIPAL - TAX & BUSINESS ADVISORS - FARGO, ND - SINCE 11/2003 - NOT INVESTMENT RELATED 2.) EIDE BAILLY FINANCIAL SERVICES - PRINCIPAL - HOLDING COMPANY - FARGO, ND - SINCE 09/2004 - INVESTMENT RELATED 3.) KBH NORTH SHORE PROPERTIES, LLC - CHIEF MANAGER/SHAREHOLDER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - FARGO, ND - SINCE 09/2016 - INVESTMENT RELATED 4.) ABJ INVESTMENTS LLC - SHAREHOLDER - NON-TRADITIONAL INVESTING - PHOENIX, AZ - SINCE 09/2021 - INVESTMENT RELATED 5.) SEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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