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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-14
  • FL RA
    APPROVED
    Since 2025-07-14

Branch Locations

1410 N. Westshore Blvd, Suite 410, Tampa, FL 33607 • 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
Raymond James & Associates St. Peterburg FL 02/2015 03/2021
Summit Global Investments Bountiful UT 03/2021 04/2023
Edward Jones St Louis MO 04/2023 07/2025
Sequoia Financial Group, Llc Akron OH 07/2025 Present
  • 02/2015 → 03/2021
    Raymond James & Associates
    St. Peterburg, FL
  • 03/2021 → 04/2023
    Summit Global Investments
    Bountiful, UT
  • 04/2023 → 07/2025
    St Louis, MO
  • 07/2025 → Present
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-27
  • S63 Uniform Securities Agent State Law Examination
    2024-11-27
Designations

View on SEC IAPD

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