Best Investors Account Sign in
Inactive

Timothy Raymond Wojtalik

Sequoia Financial Group, L.L.C.

Boulder, CO

Akron, OH

Bsw Wealth Partners

Boulder, CO

Claim This Profile
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-14
  • CO RA
    APPROVED
    Since 2026-07-14

Branch Locations

2300 Broadway Street , Boulder, CO 80304 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2007-07-30
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2007-07-30

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Bsw Wealth Partners Boulder CO 01/2016 Present
R3 Returns, Llc Boulder CO 01/2016 03/2023
Sequoia Financial Group Akron OH 07/2026 Present
  • 01/2016 → Present
    Bsw Wealth Partners
    Boulder, CO
  • 01/2016 → 03/2023
    R3 Returns, Llc
    Boulder, CO
  • 07/2026 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2006-10-11 → 2007-07-30
    Harvest Wealth Management
    Golden, CO
Designations

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor