Kristan Nicole Preston

Current Employers

Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-18
OH	RA	APPROVED	2009-03-02

TX RA
APPROVED

Since 2019-07-18
OH RA
APPROVED

Since 2009-03-02

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

2000 Auburn Dr. Suite 350, Beachwood, OH 44122 • 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

Organization	City	State	From	To
Sequoia Financial Advisors, Llc	Beachwood	OH	02/2009	Present
Sequoia Financial Group, Llc	Beachwood	OH	04/2012	Present

02/2009 → Present

Sequoia Financial Advisors, Llc

Beachwood, OH
04/2012 → Present

Sequoia Financial Group, Llc

Beachwood, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DR. SUITE 350, BEACHWOOD, OH 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - 06/2008. 80 - 130 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Current Employers

Sequoia Financial Group, L.L.C.

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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