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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-15
  • OH RA
    APPROVED
    Since 2023-06-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

3500 Embassy Parkway, Suite 100, 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
The Boston Consulting Group Houston TX 09/2015 08/2017
Royal Alliance Associates Cleveland OH 08/2017 04/2018
Cirrus Wealth Management Cleveland OH 01/2018 Present
Cirrus Wealth Management Cleveland OH 08/2017 12/2017
Triad Advisors Llc Norcross GA 04/2018 Present
H Financial Management Canonsburg PA 07/2018 01/2019
Sequoia Financial Group Akron OH 06/2023 Present
  • 09/2015 → 08/2017
    The Boston Consulting Group
    Houston, TX
  • 08/2017 → 04/2018
    Royal Alliance Associates
    Cleveland, OH
  • 01/2018 → Present
    Cirrus Wealth Management
    Cleveland, OH
  • 08/2017 → 12/2017
    Cirrus Wealth Management
    Cleveland, OH
  • 04/2018 → Present
    Triad Advisors Llc
    Norcross, GA
  • 07/2018 → 01/2019
    Canonsburg, PA
  • 06/2023 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2018-03-01 → 2023-10-20
    Cirrus Wealth Management
    Cleveland, OH
  • 2018-08-17 → 2019-02-15
    Canonsburg, PA
Other Businesses

1)Cirrus Wealth Management;investment related;6060 Rockside Woods Blvd,Suite 141,Independence,OH;dba & RIA;financial advisor;8/1/2017;200 hrs/month;6.5 hrs during trading;provide financial advising to clients 2)Ryan Scott Heider;not investment related;3296 Stockholm Road,Shaker Heights,OH 44120;interview preparation & coaching;sole proprietor;10/2017;10 hrs/month;4 hrs during trading;provide interview prep & coaching to 1st year Rice MBA students interested in the mgt consulting industry 3)J.L. Thomas Company,Inc;not investment related;1500 Chester Avenue,Cleveland,OH 44114;life insurance brokerage;1/1/2020;1 hr/month;1 hr during trading;J.L. THomas Co is our resource for fixed life insurance,mostly term insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-01
  • S66 Uniform Combined State Law Examination
    2018-03-01

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