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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-21 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
2000 Auburn Drive, Suite 350, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Group | Scottsdale | AZ | 03/2014 | 08/2017 |
| Fidato Wealth Llc | Middleburg Heights | OH | 08/2017 | 07/2020 |
| Mai Capital Management Llc | Cleveland | OH | 07/2020 | 05/2022 |
| Sequoia Financial Llc | Akron | OH | 06/2022 | Present |
| Sequoia Financial Group, L.L.C. | Beachwood | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-27 |
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