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Maxwell M Cole

Sequoia Financial Group, L.L.C.

Akron, OH

Akron, 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 2024-09-11
  • OH RA
    APPROVED
    Since 2024-09-11

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

3500 Embassy Parkway, Suite 100, Akron, OH 44333 • 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
Sequoia Financial Group, Llc Akron OH 06/2024 Present
Rkl Llp Wyomissing PA 01/2024 04/2024
Sequoia Financial Group, Llc Akron OH 05/2023 08/2023
Alvernia University Reading PA 08/2020 05/2024
Hudson High School Hudson OH 08/2013 05/2017
Rischitelli & Poulos, Llc Hudson OH 05/2017 08/2020
  • 06/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 01/2024 → 04/2024
    Rkl Llp
    Wyomissing, PA
  • 05/2023 → 08/2023
    Sequoia Financial Group, Llc
    Akron, OH
  • 08/2020 → 05/2024
    Alvernia University
    Reading, PA
  • 08/2013 → 05/2017
    Hudson High School
    Hudson, OH
  • 05/2017 → 08/2020
    Rischitelli & Poulos, Llc
    Hudson, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31

View on SEC IAPD

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