Best Investors Account Sign in
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-28
  • UT RA
    APPROVED
    Since 2025-07-28

Branch Locations

6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Martin Worley Group Cottonwood Heights UT 04/2014 Present
  • 04/2014 → Present
    The Martin Worley Group
    Cottonwood Heights, UT
Previous Registrations
  • 2014-04-25 → 2025-10-22
    The Martin Worley Group
    Cottonwood Heights, UT
  • 2008-07-02 → 2014-04-25
    Midvale, UT
  • 2006-02-02 → 2008-07-01
    Cetera Wealth Services, Llc
    Murray, UT
    Midvale, UT
    Midvale, UT
Other Businesses

1)INDEPENDANT INSURANCE AGENT FOR INDEPENDANT INSURANCE COMPANIES. 2)NATIONAL ABILITY CENTER, 1000 ABILITY WAY, PARK CITY, UT 84060. BEGAN 4/1/2009 AS AN INVESTMENT COMMITTEE MEMBER FOR THE NATIONAL ABILITY CENTER (A NON-PROFIT THAT PROVIDES SERVICES TO DISABLED CHILDREN). THE INVESTMENT COMMITTEE IS IN CHARGE OF MAKING SURE THE ORGANIZATION IS ADHERING TO THE EXISTING INVESTMENT POLICY STATEMENT. ACTUAL INVESTMENT DECISIONS ARE MADE BY UNANIMOUS DECISION BY THE FIVE MEMBER COMMITTEE. NOT INVESTMENT RELATED. DEVOTES 2HR/MO, 2HR/MO DURING TRADING. 3) BACK TO OUR ROOTS SCHOLARSHIP 1567 AERIE CIRCLE, PARK CITY, UT 84060 BEGAN 3/1/06 AS SCHOLARSHIP COMMITTEE MEMBER. RAISES MONEY TO GIVE TO GRADUATING HIGH SCHOOL SENIORS IN MY COMMUNITY. THE COMMITTEE IS REPONSIBLE FOR READING THROUGH ALL THE SCHOLARSHIP APPLICATIONS AND AWARDING THE SCHOLARSHIP TO THE MOST DESERVING CANDIDATES. THE DECISIONS ARE MADE JOINTLY BY THE FIVE MEMBER COMMITTEE. NOT INVESTMENT RELATED. NON-PROFIT. DEVOTES 24 HRS/YR AND NONE DURING TRADING HRS. SEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR, 3875 EMBASSY PARKWAY, SUITE 100, AKRON, OH 44333 - FULL TIME

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-09-08
  • S63 Uniform Securities Agent State Law Examination
    1995-09-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cottonwood Heights, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor