Best Investors Account Sign in
Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-13
  • AZ RA
    APPROVED
    Since 2026-08-13

Branch Locations

2355 E. Camelback Rd., Suite 900, Phoenix , AZ 85016 • 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
Sequoia Financial Group Akron OH 06/2026 Present
Focus Partners Wealth St. Louis MO 06/2025 07/2025
The Gellman Team Real Estate St. Louis MO 11/2021 08/2024
Student Chesterfield MO 08/2009 01/2022
Student Tucson AZ 08/2022 06/2026
  • 06/2026 → Present
    Sequoia Financial Group
    Akron , OH
  • 06/2025 → 07/2025
    Focus Partners Wealth
    St. Louis, MO
  • 11/2021 → 08/2024
    The Gellman Team Real Estate
    St. Louis, MO
  • 08/2009 → 01/2022
    Student
    Chesterfield, MO
  • 08/2022 → 06/2026
    Student
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-01
  • S65 Uniform Investment Adviser Law Examination
    2026-08-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor