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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-06 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
2000 Auburn Dr. Suite 350, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Advisors, Inc. | Shaker Heights | OH | 07/2005 | 07/2021 |
| Sequoia Financial Group Llc | Beachwood | OH | 07/2021 | Present |
| Sequoia Financial Advisors Llc | Beachwood | OH | 07/2021 | Present |
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 - VICE PRESIDENT, FAMILY WEALTH AND FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
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