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Joshua Robert Lester

Sequoia Financial Group, L.L.C.

Akron, OH

Bloomington, MN

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-06-26
  • MN RA
    APPROVED
    Since 2025-06-26

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1700 West 82Nd St, Suite 110, Bloomington, MN 55431 • 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
Home Belgrade MT 09/2012 08/2018
Montana State University Bozeman MT 09/2018 05/2022
Home Belgrade MT 06/2022 11/2022
Carlson Capital Management Bloomington MN 12/2022 04/2025
Sequoia Financial Group Akron OH 04/2025 Present
  • 09/2012 → 08/2018
    Home
    Belgrade, MT
  • 09/2018 → 05/2022
    Montana State University
    Bozeman, MT
  • 06/2022 → 11/2022
    Home
    Belgrade, MT
  • 12/2022 → 04/2025
    Carlson Capital Management
    Bloomington, MN
  • 04/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2023-04-06 → 2025-05-15
    Carlson Capital Management, Llc
    Northfield, MN
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06

View on SEC IAPD

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