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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH | Akron, 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 |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Jan 26, 2026 | n/a | yes | AKRON, OH|Akron, OH | Current employment |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | Independent wealth | May 13, 2025 | Dec 16, 2025 | no | AKRON, OH | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Feb 4, 2022 | Jun 6, 2025 | no | AKRON, OH | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Dec 13, 2013 | Nov 26, 2021 | no | Fairlawn, OH|Fairlawn, OH|Medina, OH|Hudson, OH|MEDINA, OH|Malvern, OH|Akron, OH|BRECKSVILLE, OH|MOGADORE, OH|Independence, OH|Akron, OH|Doylestown, OH|AKRON, OH|BARBERTON, OH|Cuyahoga Falls, OH|Fairlawn, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Dec 16, 2025 | Jan 26, 2026 | 41 | Firm change | RIA to RIA |
| SEQUOIA FINANCIAL GROUP, L.L.C. | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | Jun 6, 2025 | May 13, 2025 | -24 | Firm change | RIA to RIA |
| U.S. BANCORP INVESTMENTS, INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Nov 26, 2021 | Feb 4, 2022 | 70 | Firm change | Ibd to RIA |