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Eric Michael Carlon

Sequoia Financial Group, L.L.C.

Akron, OH

Mayfield Heights, 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 2025-11-20
  • OH RA
    APPROVED
    Since 2025-11-20

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5910 Landerbrook Dr., Suite 300, Mayfield Heights, OH 44124 • 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
Key Investment Services Llc Cleveland OH 07/2022 03/2024
Miami University Oxford OH 08/2018 05/2022
Keybank Cleveland OH 05/2021 08/2021
Plastics Machinery Group Beford OH 05/2019 08/2019
Walmart Madison OH 03/2018 05/2019
Perry Local Schools Perry OH 08/2005 05/2018
Keybank Chesterland OH 07/2022 03/2024
Key Private Bank Portland ME 03/2024 10/2025
Sequoia Financial Group Akron OH 10/2025 Present
  • 07/2022 → 03/2024
    Key Investment Services Llc
    Cleveland, OH
  • 08/2018 → 05/2022
    Miami University
    Oxford, OH
  • 05/2021 → 08/2021
    Keybank
    Cleveland, OH
  • 05/2019 → 08/2019
    Plastics Machinery Group
    Beford, OH
  • 03/2018 → 05/2019
    Walmart
    Madison, OH
  • 08/2005 → 05/2018
    Perry Local Schools
    Perry, OH
  • 07/2022 → 03/2024
    Keybank
    Chesterland, OH
  • 03/2024 → 10/2025
    Key Private Bank
    Portland, ME
  • 10/2025 → Present
    Sequoia Financial Group
    Akron, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-05
S63 Uniform Securities Agent State Law Examination 2022-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-11-05
  • S63 Uniform Securities Agent State Law Examination
    2022-08-11
Other Names
  • Eric Carlon

View on SEC IAPD

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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
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