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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-12 |
| FL | RA | APPROVED | 2021-08-17 |
Branch Locations
1410 N. Westshore Blvd. Suite 410, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Tampa | FL | 08/2014 | 01/2021 |
| Sequoia Financial Group Llc | Tampa | FL | 07/2021 | Present |
| Sequoia Financial Advisors Llc | Tampa | FL | 07/2021 | Present |
| Unemployed | Tampa | FL | 01/2021 | 07/2021 |
SEQUOIA FINANCIAL GROUP, LLC. 1410 N. WESTSHORE BLVD. SUITE 410, TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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