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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
11 Bridge Square, Northfield, MN 55057 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2010 | 07/2018 |
| Kdv Wealth Management | Bloomington | MN | 01/2010 | 07/2018 |
| Carlson Capital Management, Llc | Northfield | MN | 08/2018 | 03/2025 |
| Sequoia Financial Group | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
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