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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Martin Worley Group | Cottonwood Heights | UT | 04/2014 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
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