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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2007-11-27 |
| FL | RA | APPROVED | 2007-01-30 |
| OH | RA | APPROVED | 2000-10-24 |
Branch Locations
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 | 06/2000 | 02/2018 |
| Sequoia Financial Advisors, Llc | Akron | OH | 10/2000 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 02/2018 | 03/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2023 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JUNE 2000. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - EXECUTIVE VICE PRESIDENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC. OWNER GKSK, LLC. CONSULTING FIRM. NOT INVESTMENT RELATED; WILL RECEIVE COMPENSATION IN THE FORM OF CONSULTING FEES. Long Road Risk Management Services, LLC board member assisting in the strategic direction of the firm as of July 2022. Business is life insurance consulting and placement services. Insurance products could have an investment component. Valmark Building, 130 Springside Dr. #120, Akron, OH 44333. Quarterly Board Meetings or roughly 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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