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Kimberly Dawn Chism-Moore

Sequoia Financial Group, L.L.C.

Charleston, SC

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-11-26
  • SC RA
    APPROVED
    Since 2024-11-26

Branch Locations

997 Morrison Drive, Suite 401, Charleston, SC 29403 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Family Asset Management, Llc Charleston SC 02/2004 Present
Sequoia Financial Group, Llc Charleston SC 11/2024 Present
Previous Registrations
  • 2024-11-25 → 2025-03-25
    Family Asset Management, Llc
    Charleston, SC
Other Businesses

CCO, Family Asset Management. Sequoia purchased Family Asset Management on 10/31/2024.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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