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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-27 |
Branch Locations
151 N Franklin St Suite 575, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Summit Trail | Chicago | IL | 09/2015 | 08/2017 |
| Cresset Asset Management, Llc | Chicago | IL | 09/2017 | 11/2020 |
| Sequoia Financial Group Llc | Chicago | IL | 12/2020 | 08/2021 |
| Sequoia Financial Group Llc | Chicago | IL | 08/2021 | Present |
| Sequoia Financial Advisors Llc | Chicago | IL | 08/2021 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 08/2021 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - AUGUST 2021. 160-200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT, FAMILY WEALTH. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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