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521 East Lancaster Avenue, Downingtown, PA 19335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-03-23 |
| PA | RA | APPROVED | 2018-03-23 |
Branch Locations
521 East Lancaster Avenue, Downingtown, PA 19335 • United States
86 Conservatory Drive Suite C, Barberton, OH 44203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Advisors, Llc | Akron | OH | 11/2010 | 01/2018 |
| Sequoia Financial Group, Llc | Akron | OH | 05/2015 | 07/2017 |
| Sequoia Financial Group, Llc | Akron | OH | 07/2017 | 01/2018 |
| Bruton Chisnell Advisors, Llc | Downingtown | PA | 01/2018 | Present |
| Valmark Securities, Inc. | Downingtown | PA | 02/2018 | Present |
1. Ignite Brunswick LTD, a wholly owned subsidiary of IGNITE BREWING COMPANY, LTD. 600 W. TUSCARAWAS AVE. BARBERTON, OH 44203. START DATE 06/2016 POSITION, PARTNER - NOT INVESTMENT RELATED. 80 HOURS A MONTH, 0-2 HOURS DURING TRADING; DUTIES-MARKETING, OPERATIONS, FINANCE/ACCOUNTING, SERVER; COMPENSATION VIA EQUITY/PROFIT DISTRIBUTIONS./// 2. SIX PACK HOLDING COMPANY, LTD. 600 W. TUSCARAWAS AVE. BARBERTON, OH 44203. REAL ESTATE HOLDING COMPANY; START DATE 05/2017 POSITION, PARTNER - NOT INVESTMENT RELATED. LESS THAN 2 HOURS A MONTH, 0-2 HOURS DURING TRADING. DUTIES-FINANCE/ACCOUNTING; COMPENSATION VIA EQUITY/PROFIT DISTRIBUTIONS./// 3. BRUTON CHISNELL ADVISORS, LLC. 521 EAST LANCASTER AVE. DOWNINGTOWN, PA 19335; RIA FIRM; INVESTMENT ADVISOR REPRESENTATIVE./// 4. KIVI Properties, LLC; 21 4th St., NW, Barberton, Ohio 44203; Real Estate holding company for the building leased by Magic City Machine; Manager; NOT Investment Related; Start Date 10/2022; Approximately 1-5 hrs. per month; Yes, clients Father in-law and Mother in-law; No compensation provided for this role./// 5. Magic City Machine, Inc.; 21 4th St., NW, Barberton, Ohio 44203; Machine Shop; Vice-President; NOT Investment Related; Start Date 10/2022; Approximately 1-5 hrs. per month; Yes clients, Father in-law and Mother in-law; No compensation provided for this role./// 6. Tuscora Park Health & Wellness Foundation; Barberton, OH; start 12/2024; Board of Governors & Finance Committee Member; Volunteer supporting mission and vision of the organization; investment related; 1-5 hours/ month; No compensation./// 7. Yellow Box Holding Company, LLC; 481 N. Cleveland-Massillon Road, Akron, Ohio 44333; Real Estate Holding Company; Member; Manage property for commercial real estate rentals; NOT Investment Related; Start Date 11/15/2025; 25% Owner; Approximately 1-5 hrs. per month; Distributions based on ownership interest./// 8.) The University of Akron - College of Business, Department of Finance Advisory Board; 259 S. Broadway St., Akron, Ohio 44308; Advisory Board members provide expertise, advice, and guidance on academic programming either to the College as a whole or to individual departments, institutes, and centers. This helps ensure our curricula remain relevant and rigorous. Advisory Board members also interact with business students as mentors and as guest speakers in classes, and provide internship and job opportunities to our students; Advisory Board Member & Member of the Endowment Committee; Serve as a Committee member to provide guidance and oversight to the Finance Advisory Board Endowment Fund.; YES investment related; Start 4/2026; 1-5 hrs per month; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
| S66 | Uniform Combined State Law Examination | 2006-09-18 |
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