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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-12-01 |
Branch Locations
2000 Auburn Dr. Suite 400, Beachwood, OH 44122 • 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 Advisors, Llc | Akron | OH | 04/2017 | 09/2018 |
| Huntington Bank | Akron | OH | 07/2016 | 03/2017 |
| Sequoia Financial Group | Akron | OH | 04/2017 | 09/2018 |
| Sequoia Financial Group | Beachwood | OH | 09/2018 | Present |
| Sequoia Financial Advisors, Llc | Beachwood | OH | 09/2018 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DRIVE SUITE 350, BEACHWOOD, OH 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - APRIL 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - MANAGING DIRECTOR, ASSET MANAGEMENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-01 |
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