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Caroline Kirsch

Sequoia Financial Group, L.L.C.

Akron, OH

Tampa, FL

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
  • FL RA
    APPROVED
    Since 2025-12-05

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1410 N. Westshore Blvd, Suite 410, Tampa, FL 33607 • 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
Unemployed Lake Forest IL 09/2014 05/2017
Fidelity Investments Chicago IL 06/2017 12/2025
Fidelity Investments Boston MA 03/2025 12/2025
Sequoia Financial Group Akron OH 12/2025 Present
  • 09/2014 → 05/2017
    Unemployed
    Lake Forest, IL
  • 06/2017 → 12/2025
    Fidelity Investments
    Chicago, IL
  • 03/2025 → 12/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2025-03-31 → 2025-12-15
    Strategic Advisers Llc
    Chicago, IL
    Chicago, IL
    Tampa, FL
    Boston, MA
  • 2019-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-08
  • S66 Uniform Combined State Law Examination
    2017-11-08
Other Names
  • Caroline Ashley Kirsch

View on SEC IAPD

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