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Inactive

Halle Michelle Chelko

Sequoia Financial Group, L.L.C.

Akron, OH

Mayfield, OH

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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 2025-10-07
  • OH RA
    APPROVED
    Since 2025-10-07

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5910 Landerbrook Dr., Suite 300, Mayfield, OH 44124 • 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
Wellspring Financial Advisors, Llc Cleveland OH 10/2018 09/2025
Mai Capital Management Cleveland OH 12/2015 09/2018
Sequoia Financial Group Akron OH 10/2025 Present
  • 10/2018 → 09/2025
    Wellspring Financial Advisors, Llc
    Cleveland, OH
  • 12/2015 → 09/2018
    Mai Capital Management
    Cleveland, OH
  • 10/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations

View on SEC IAPD

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