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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-20 |
Branch Locations
1350 Euclid Ave. Suite 800, Cleveland, OH 44115 • 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 | Cleveland | OH | 10/2021 | Present |
| Sequoia Financial Advisors Llc | Cleveland | OH | 10/2021 | Present |
| Key Bank | Cleveland | OH | 04/2010 | 09/2021 |
SEQUOIA FINANCIAL GROUP, LLC. 1350 EUCLID AVE, SUITE 800, CLEVELAND, OH 44115. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - OCTOBER 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-06 |
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