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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Capital Management | Northfield | MN | 05/2011 | 03/2025 |
| Carlson Capital Management, Llc | Northfield | MN | 11/2015 | 03/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
Sequoia Foundation - Investment related. Duties: Secretary - Maintain records of meetings, handle official correspondence, and ensure accurate records of the organization's activities. Approximately ten hours per quarter is spent on this activity during business hours.
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