This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SEQUOIA FINANCIAL GROUP, L.L.C.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 13, 2018

First registration

Oct 13, 2018

Dual registered

no

IAPD individual key

7003317

• Occurred

  Jun 3, 2025
  Advisor changed firm

  Daniel James Robinson left J.P. Morgan Securities Llc for Sequoia Financial Group, L.L.C. (registered 2025-06-18)

  Form ADVobserved 3 days ago
• Occurred

  Jul 21, 2023
  Advisor changed firm

  Daniel James Robinson left Sigma Investment Counselors for J.P. Morgan Securities Llc (registered 2023-11-21)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:03fa9dd4-a027-8e97-e218-1df8891c1bc5

First observed

Oct 13, 2018

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.