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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-10-24 |
| OH | RA | APPROVED | 2021-07-28 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
104 Woodmont Boulevard, Suite 320, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Columbus | OH | 12/2015 | 07/2017 |
| Halite Partners, Llc | Columbus | OH | 07/2017 | 08/2018 |
| Halite Partners, Llc | Columbus | OH | 10/2017 | 08/2018 |
| Wealthstone Inc. | Columbus | OH | 08/2018 | 07/2021 |
| Sequoia Financial Group Llc | Columbus | OH | 07/2021 | 10/2023 |
| Sequoia Financial Advisors Llc | Columbus | OH | 07/2021 | Present |
| Sequoia Financial Advisors | Nashville | TN | 10/2023 | Present |
SEQUOIA FINANCIAL GROUP, LLC. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-16 |
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