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Heather Marie Walters

Sequoia Financial Group, L.L.C.

Akron, OH

Dublin, OH

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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 2021-07-15
  • OH RA
    APPROVED
    Since 2021-07-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5475 Rings Road Suite 475, Dublin, OH 43017 • 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
Jp Morgan Securities Llc Melbourne FL 07/2013 02/2017
Jp Morgan Chase Bank Melbourne FL 07/2013 02/2017
Jpmorgan Securities Llc Columbus OH 02/2017 Present
Wealthstone Inc. Columbus OH 03/2019 07/2021
Sequoia Financial Group Llc Columbus OH 07/2021 Present
  • 07/2013 → 02/2017
    Jp Morgan Securities Llc
    Melbourne, FL
  • 07/2013 → 02/2017
    Jp Morgan Chase Bank
    Melbourne, FL
  • 02/2017 → Present
    Jpmorgan Securities Llc
    Columbus, OH
  • 03/2019 → 07/2021
    Wealthstone Inc.
    Columbus, OH
  • 07/2021 → Present
    Sequoia Financial Group Llc
    Columbus, OH
Other Names
  • Heather Marie Pennell

View on SEC IAPD

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