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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| OH | RA | APPROVED | 2018-10-25 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Akron | OH | 01/2014 | 06/2018 |
| Stratos Wealth Partners, Ltd | Beachwood | OH | 01/2017 | 03/2017 |
| Symphony Financial Services, Inc. | Akron | OH | 03/2017 | 06/2018 |
| Unemployed | Cleveland | OH | 06/2018 | 08/2018 |
| Victory Capital Management | Brooklyn | OH | 08/2018 | 10/2018 |
| Sequoia Financial Group | Akron | OH | 10/2018 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED.START DATE - OCTOBER 2018. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - MANAGER, WEALTH PLANNING. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-31 |
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