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Michael Christopher Coyne

Sequoia Financial Group, L.L.C.

Berwyn, PA

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-28
  • PA RA
    APPROVED
    Since 2023-06-28

Branch Locations

1205 Westlakes Drive, Suite 270, Berwyn, PA 19312 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Charles Schwab & Co., Inc. Wayne PA 07/2016 07/2021
Charles Schwab Bank Ssb Wayne PA 07/2016 07/2021
Sageworth Trust Company Lancaster PA 07/2021 06/2023
Sequoia Financial Group Berwyn PA 06/2023 Present
  • 07/2016 → 07/2021
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 07/2016 → 07/2021
    Charles Schwab Bank Ssb
    Wayne, PA
  • 07/2021 → 06/2023
    Sageworth Trust Company
    Lancaster, PA
  • 06/2023 → Present
    Sequoia Financial Group
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-22
S63 Uniform Securities Agent State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2016-09-22
  • S63 Uniform Securities Agent State Law Examination
    2013-11-27
Designations
Other Names
  • Michael C. Coyne
  • Michael Coyne
  • Mike Coyne

View on SEC IAPD

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