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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-09 |
| TX | RA | APPROVED | 2019-01-09 |
Branch Locations
5480 Corporate Drive Suite 100, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Ljpr, Llc | Troy | MI | 11/2004 | 12/2018 |
| Sequoia Financial Group, Llc | Troy | MI | 01/2019 | Present |
| Sequoia Financial Advisors, Llc | Troy | MI | 01/2019 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 5480 CORPORATE DR. SUITE 100, TROY, MI 48098. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JANUARY 2019. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC. 6.2% OWNER PETIT FARMS, LLC - NOT INVESTMENT RELATED, CHRISTMAS TREE FARM, 1335 PETIT ROAD, LUPTON, MI 48635 START DATE: 7/2007 APPROXIMATELY 12 HOURS PER MONTH DURING NON-TRADING HOURS. 25% CASTLE HILLTOP FARMS LLC, NON-INVESTMENT RELATED. FARMING PROPERTY. NO OFFICIAL ADDRESS. MAILING ADDRESS 5480 CORPORATE DRIVE, SUITE 100, TROY MI 48098 START DATE UNKNOWN. DISCLOSED 11/2012. 0 HOURS SPENT PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-25 |
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