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Reading the graph
Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Cottonwood HTS , UT | 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 | Jun 19, 2026 | n/a | yes | AKRON, OH|Cottonwood HTS , UT | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 30, 2025 | Aug 16, 2025 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Aug 16, 2025 | Jun 19, 2026 | 307 | Firm change | Ibd to RIA |