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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
1205 Westlakes Dr., Suite 270, Berwyn, PA 19312 • 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 Group, Llc | Akron | OH | 11/2024 | Present |
| Sei | Oaks | PA | 06/2023 | 11/2024 |
| Pennsylvania State University | State College | PA | 08/2019 | 06/2023 |
| Germantown Academy | Fort Washington | PA | 08/2014 | 07/2019 |
| Jpmorgan | Newark | DE | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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