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Advisor at JGR FINANCIAL SOLUTIONS
CANTON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JGR FINANCIAL SOLUTIONS | State registered | May 27, 2015 | n/a | yes | CANTON, OH | Current employment |
| STOREY & ASSOCIATES | Former SEC adviser | Dec 2, 2009 | Jun 1, 2015 | no | NORTH CANTON, OH | Previous registration |
| WILCOX WEALTH ADVISORS | n/a | May 4, 2009 | Jun 8, 2009 | no | HUDSON, OH | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Sep 7, 2007 | Jan 26, 2009 | no | AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STOREY & ASSOCIATES | JGR FINANCIAL SOLUTIONS | Jun 1, 2015 | May 27, 2015 | -5 | Firm change | Other |
| WILCOX WEALTH ADVISORS | STOREY & ASSOCIATES | Jun 8, 2009 | Dec 2, 2009 | 177 | Firm change | Other |
| SEQUOIA FINANCIAL GROUP, L.L.C. | WILCOX WEALTH ADVISORS | Jan 26, 2009 | May 4, 2009 | 98 | Firm change | Other |