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Karey Lynn Edwards

Sequoia Financial Group, L.L.C.

Mayfield Heights, 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
TX RA APPROVED 2023-10-11
OH RA APPROVED 2022-01-12
  • TX RA
    APPROVED
    Since 2023-10-11
  • OH RA
    APPROVED
    Since 2022-01-12

Branch Locations

6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • United States

3500 Embassy Parkway, 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
Financial Planners Of Cleveland Dba Nca Financial Planners Cleveland OH 05/1999 01/2022
Royal Alliance Associates New York NY 05/1999 01/2022
Royal Alliance Associates, Inc. Cleveland OH 08/2005 01/2022
Sequoia Financial Group, Llc Mayfield Heights OH 01/2022 Present
  • 05/1999 → 01/2022
    Financial Planners Of Cleveland Dba Nca Financial Planners
    Cleveland, OH
  • 05/1999 → 01/2022
    Royal Alliance Associates
    New York, NY
  • 08/2005 → 01/2022
    Royal Alliance Associates, Inc.
    Cleveland, OH
  • 01/2022 → Present
    Sequoia Financial Group, Llc
    Mayfield Heights, OH
Previous Registrations
  • 2006-04-11 → 2022-11-07
    Nca Financial Planners
    Mayfield Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-09
  • S66 Uniform Combined State Law Examination
    2010-08-09
Designations
Other Names
  • Karey Lynn Edwards
  • Karey Lynn Edwards
  • Karey Lynn Stevens

View on SEC IAPD

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ST. CLAIR ADVISORS, LLC
WELLSPRING FAMILY OFFICE
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Other Investors

CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF
MICHAEL MARTIN WASYLYSHYN
MELANIE R. ROSS
PHILLIP BENJAMIN FRIEDMAN
ZACHARY NOAH GERBER
RYAN M KOLER
JENNIFER KATHRYN COLLINS

Other Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH
ANCORA RETIREMENT PLAN ADVISORS, LLC · CLEVELAND, OH
ANCORA ADVISORS LLC · MAYFIELD HEIGHTS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
ST. CLAIR ADVISORS, LLC · MAYFIELD HEIGHTS, OH

More in Mayfield Heights, OH

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