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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-07 |
Branch Locations
5480 Corporate Drive Suite 100, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Ljpr, Llc | Troy | MI | 10/2014 | 12/2018 |
| Sequoia Financial Group, Llc | Troy | MI | 01/2019 | 01/2023 |
| Sequoia Financial Advisors, Llc | Troy | MI | 01/2019 | Present |
| Sequoia Financial Advisors, Llc | Troy | MI | 01/2023 | 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 - MANAGER, ASSET MANAGEMENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
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