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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-07 |
Branch Locations
1205 Westlakes Drive, Berwyn, PA 19312 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zeke Capital Advisors | Berwyn | PA | 08/2015 | Present |
| Sequoia Financial Group | Akron | OH | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
| S66 | Uniform Combined State Law Examination | 2010-09-18 |
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