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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-26 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Fairlawn | OH | 06/2013 | 07/2018 |
| U.S. Bank | Fairlawn | OH | 07/2016 | 07/2018 |
| U.S. Bancorp Investments, Inc. | Medina | OH | 07/2018 | 11/2021 |
| Sequoia Financial Group, L.L.C. | Akron | OH | 11/2021 | 05/2025 |
| Sequoia Financial Group | Akron | OH | 11/2021 | 05/2025 |
| Kohmann Bosshard Financial Services, Llc | Akron | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-24 |
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