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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-07-12 |
| MI | RA | APPROVED | 2016-09-15 |
Branch Locations
21420 Greater Mack Avenue, St. Clair Shores, MI 48080 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Bloomfield Hills | MI | 12/2009 | 09/2016 |
| Sequoia Financial Group | St. Clair Shores | MI | 09/2016 | 02/2018 |
| Sequoia Financial Advisors, Llc | St. Clair Shores | MI | 09/2016 | Present |
| Sequoia Financial Group, Llc | St. Clair Shores | MI | 02/2018 | 04/2024 |
| Sequoia Financial Group, Llc | St. Clair Shores | MI | 04/2024 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 21420 GREATER MACK AVE, ST. CLAIRE SHORES, MI 48080. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - SEPTEMBER 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-26 |
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