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Matthew Vegel

Sequoia Financial Group, L.L.C.

Akron, OH

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-20
  • OH RA
    APPROVED
    Since 2024-02-20

Branch Locations

3500 Embassy Parkway, Suite 100, Akron, OH 44333 • 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
Org Partners Brunswick OH 01/2022 10/2023
Paragon Tax Planners Brunswick OH 06/2021 10/2023
Student Cleveland OH 08/2011 05/2021
Tax Prep Medina Brunswick OH 01/2022 10/2023
Paragon Estate Planners Brunswick OH 08/2021 10/2023
Sequoia Financial Group, Llc Akron OH 02/2024 Present
Unemployed Brunswick OH 10/2023 02/2024
  • 01/2022 → 10/2023
    Org Partners
    Brunswick, OH
  • 06/2021 → 10/2023
    Paragon Tax Planners
    Brunswick, OH
  • 08/2011 → 05/2021
    Student
    Cleveland, OH
  • 01/2022 → 10/2023
    Tax Prep Medina
    Brunswick, OH
  • 08/2021 → 10/2023
    Paragon Estate Planners
    Brunswick, OH
  • 02/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 10/2023 → 02/2024
    Unemployed
    Brunswick, OH
Previous Registrations
  • 2022-02-07 → 2023-10-26
    Org Partners
    Brunswick, OH
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-06
  • S65 Uniform Investment Adviser Law Examination
    2022-01-06
Designations

View on SEC IAPD

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Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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