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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-13 |
Branch Locations
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • 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 | 07/2022 | 10/2023 |
| Youngstown State University | Youngstown | OH | 08/2018 | 07/2022 |
| Kennedy Catholic Highschool | Hermitage | PA | 08/2014 | 08/2018 |
| Sequoia Financial Group, Llc | Akron | OH | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-26 |
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