DFX Intelligence

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

TREVOR ROBERT CHUNA

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28bbb7ac-06c8-c3f8-b1aa-55e452144f29

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 10, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Trevor Robert Chuna

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 6, 2006
First registration: Jan 10, 2006
Dual registered: no
Other names: TREVOR CHUNA
IAPD individual key: 5031603

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Apr 27, 2007	n/a	yes	AKRON, OH	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 10, 2006	Mar 12, 2007	no	PEPPER PIKE, OH\|CLEVELAND, OH\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SEQUOIA FINANCIAL GROUP, L.L.C.	Mar 12, 2007	Apr 27, 2007	46	Firm change	Other

Relationships

Registered with (2)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Apr 27, 2007 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 10, 2006 to Mar 12, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28bbb7ac-06c8-c3f8-b1aa-55e452144f29
First observed: Jan 10, 2006
Last observed: Sep 14, 2026 7 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.

TREVOR ROBERT CHUNA

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28bbb7ac-06c8-c3f8-b1aa-55e452144f29

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SEQUOIA FINANCIAL GROUP, L.L.C.

Independent wealth

Apr 27, 2007

n/a

yes

AKRON, OH

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jan 10, 2006

Mar 12, 2007

PEPPER PIKE, OH|CLEVELAND, OH|CLEVELAND, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SEQUOIA FINANCIAL GROUP, L.L.C.

Mar 12, 2007

Apr 27, 2007

Firm change

Other