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Steven A Szafranski

Sequoia Financial Group, L.L.C.

Akron, OH

Boulder, CO

Bsw Wealth Partners

Boulder, CO

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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-15
  • CO RA
    APPROVED
    Since 2026-07-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

2300 Broadway Street Boulder, Boulder, CO 80304 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-08-19
  • CO RA
    APPROVED
    Since 2022-08-19

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Ameriprise Financial Services, Inc. Burr Ridge IL 07/2014 07/2021
Facet Wealth Baltimore MD 07/2021 01/2022
Facet Wealth Baltimore MD 01/2022 05/2022
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 06/2022 Present
Sequoia Financial Group Akron OH 07/2026 Present
  • 07/2014 → 07/2021
    Ameriprise Financial Services, Inc.
    Burr Ridge, IL
  • 07/2021 → 01/2022
    Facet Wealth
    Baltimore, MD
  • 01/2022 → 05/2022
    Facet Wealth
    Baltimore, MD
  • 06/2022 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron , OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-25
  • S66 Uniform Combined State Law Examination
    2010-08-25
Designations

View on SEC IAPD

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VALMARK ADVISERS, INC. · Akron, OH
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