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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-09-13 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
3501 24Th Ave. Nw., Ste. 201, Norman, OK 73069-6665 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Llp | Norman | OK | 11/2001 | Present |
| Eide Bailly Advisors, Llc. | Norman | OK | 12/2021 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
Jennings Grace Investments, LLC Investment Related 881 NW 24th Ave, Norman, OK 73072 Land and land rental LLC member 11.2015 1 hour per month 0 hours per month Collect rent payments and pay minimal bills PKJG Investments, LLC Investment Related 881 NW 24th Ave, Norman, OK 73072 Land and residential rental LLC member 02.2021 1 hour per month Collect rent payments and pay minimal bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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