Cheryl Lynne Lutman

Current Employers

Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-11
OH	RA	APPROVED	2021-07-09

TX RA
APPROVED

Since 2023-10-11
OH RA
APPROVED

Since 2021-07-09

Branch Locations

5475 Rings Road Suite 475, Dublin, OH 43017 • 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

Organization	City	State	From	To
Wealthstone, Inc.	Columbus	OH	08/1997	07/2021
Sequoia Financial Group Llc	Columbus	OH	07/2021	Present
Sequoia Financial Advisors Llc	Columbus	OH	07/2021	Present

08/1997 → 07/2021

Wealthstone, Inc.

Columbus, OH
07/2021 → Present

Sequoia Financial Group Llc

Columbus, OH
07/2021 → Present

Sequoia Financial Advisors Llc

Columbus, OH

Previous Registrations

2017-05-19 → 2021-12-31

Wealthstone Advisors

Columbus, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 5000 HORIZONS DRIVE, COLUMBUS, OHIO 43220. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Current Employers

Sequoia Financial Group, L.L.C.

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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