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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-04 |
Branch Locations
5475 Rings Rd, Suite 475, Dublin, OH 43017 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2013 | 12/2019 |
| Fidelity Brokerage Services, Llc | Beavercreek | OH | 12/2019 | 04/2021 |
| Facet | Baltimore | MD | 04/2024 | 09/2024 |
| Fidelity Brokerage Services, Llc | Columbus | OH | 05/2021 | 06/2022 |
| Fidelity Brokerage Services, Llc | Columbus | OH | 07/2022 | 04/2024 |
| Sequoia Financial Group, Llc | Akron | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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