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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-13 |
Branch Locations
2355 E. Camelback Rd., Suite 900, Phoenix , AZ 85016 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
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