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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
200 Concord Plaza Dr., Suite 290, San Antonio, TX 78216 • 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 |
|---|---|---|---|---|
| Raymond James & Associates Inc | San Antonio | TX | 12/2019 | 07/2025 |
| Comal Independent School District | New Braunfels | TX | 10/2018 | 06/2019 |
| Comal Independent School District | New Braunfels | TX | 09/2019 | 12/2019 |
| North East Independent School District | San Antonio | TX | 10/2018 | 03/2019 |
| Unemployed | San Antonio | TX | 06/2012 | 09/2018 |
| Unemployed | San Antonio | TX | 07/2019 | 08/2019 |
| Sequoia Financial Group, Llc | Akron | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
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