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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| FL | RA | APPROVED | 2019-11-04 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
1410 N. Westshore Blvd. Suite 410, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 05/2011 | 03/2017 |
| Kestra Financial, Inc. | Clearwater | FL | 07/2017 | 07/2019 |
| Provise Management Group | Clearwater | FL | 07/2017 | 07/2019 |
| Sequoia Financial Group, Llc | Tampa | FL | 07/2019 | Present |
| Sequoia Financial Advisors, Llc | Tampa | FL | 07/2019 | Present |
| Unemployed | Wesley Chapel | FL | 03/2017 | 07/2017 |
SEQUOIA FINANCIAL GROUP, LLC. 1410 N WESTSHORE BLVD SUITE 410, TAMPA, FL 33607. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 20119. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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