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Lily Justine Beitel-Horton

Sequoia Financial Group, L.L.C.

Boulder , CO

Akron, OH

Bsw Wealth Partners

Boulder, CO

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-14
  • CO RA
    APPROVED
    Since 2026-07-14

Branch Locations

2300 Broadway Street, Boulder , CO 80304 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2020-12-08
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2020-12-08

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Ubs Washington DC 06/2016 11/2020
Bsw Wealth Partners Boulder CO 11/2020 Present
Sequoia Financial Group Boulder CO 07/2026 Present
  • 06/2016 → 11/2020
    Ubs
    Washington, DC
  • 11/2020 → Present
    Bsw Wealth Partners
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Boulder , CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-18
  • S66 Uniform Combined State Law Examination
    2014-08-18
Designations
Other Names
  • Lily Justine Horton

View on SEC IAPD

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