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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-16 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Private Bank | Akron | OH | 12/2013 | 08/2017 |
| Lpl Financial Llc | Akron | OH | 03/2014 | 08/2017 |
| The Huntington Investment Company | Akron | OH | 02/2017 | 07/2020 |
| Sequoia Financial Group, Llc | Akron | OH | 07/2020 | Present |
| Sequoia Financial Advisors, Llc | Akron | OH | 07/2020 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2020. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC. ROADS FARM LLC POSITION: Partner NATURE: Operating Soybean and Corn Farm INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2009 ADDRESS: 12284 Kronos Ct, Strongsville OH 44149, United States DESCRIPTION: Corn and Soybean Farm in Southern Ohio. Farm is farm on the halves and my ownership is 25%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-27 |
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