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Inactive

Julie D Martinez

Sequoia Financial Group, L.L.C.

Boudler , CO

Akron, OH

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 2026-07-17
  • CO RA
    APPROVED
    Since 2026-07-17

Branch Locations

2300 Broadway Street, Boudler , CO 80304 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2015-08-18
  • CO RA
    APPROVED
    Since 2015-08-18

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
Bsw Wealth Partners Boulder CO 06/2015 01/2018
Bsw Wealth Partners Boulder CO 01/2018 Present
R3 Returns, Llc Boulder CO 01/2018 03/2023
Sequoia Financial Group Akron OH 07/2026 Present
  • 06/2015 → 01/2018
    Bsw Wealth Partners
    Boulder, CO
  • 01/2018 → Present
    Bsw Wealth Partners
    Boulder, CO
  • 01/2018 → 03/2023
    R3 Returns, Llc
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2013-03-01 → 2015-06-25
    Lpl Financial Llc
    Rapid City, SD
  • 2010-06-07 → 2015-06-10
    Purple Wealth, Llc
    Rapid City, SD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-28
  • S63 Uniform Securities Agent State Law Examination
    2013-02-28
Designations
Other Names
  • Julie D Whillock

View on SEC IAPD

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Other Offices

TPE BOULDER INC. · BOULDER, CO
BOULDER FOOD GROUP, LLC · BOULDER, CO
QUISH · BOULDER, CO
BOOMTOWN · BOULDER, CO
PANTILE INVESTMENTS · BOULDER, CO
FINANCIAL CONSULTING ASSOCIATES · BOULDER, CO
BROADVIEW WEALTH PARTNERS · BOULDER, CO
WELLS FARGO CLEARING SERVICES, LLC · BOULDER, CO

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