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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-30 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
1410 N. Westshore Blvd. Suite 410, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Tampa | FL | 06/2009 | Present |
| Sequoia Financial Advisors, Llc | Tampa | FL | 06/2009 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 1410 N WESTSHORE BLVD SUITE 410, TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JUNE 2009. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - Senior Vice President, PRIVATE CLIENT SERVICES. RECEIVES SALARY, ELIGIBLE FOR BONUS AND PROFIT DISTRIBUTIONS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-19 |
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