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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-06-21
  • OH RA
    APPROVED
    Since 2022-06-21

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

2000 Auburn Drive, Suite 350, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2014 → 08/2017
    Vanguard Group
    Scottsdale, AZ
  • 08/2017 → 07/2020
    Middleburg Heights, OH
  • 07/2020 → 05/2022
    Mai Capital Management Llc
    Cleveland, OH
  • 06/2022 → Present
    Sequoia Financial Llc
    Akron, OH
  • 06/2022 → Present
    Beachwood, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-21
S63 Uniform Securities Agent State Law Examination 2014-03-27
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-03-27
Designations
Other Names
  • Dave Stribula

View on SEC IAPD

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