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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-07 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44256 • 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 |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Akron | OH | 10/2021 | Present |
| Sequoia Financial Advisors, Llc | Akron | OH | 10/2021 | Present |
| Fnb Wealth Management | Cleveland | OH | 09/2013 | 08/2021 |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - OCTOBER 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
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