DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Tampa, FL | 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 30, 2009 | n/a | yes | AKRON, OH|Tampa, FL | Current employment |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Jun 4, 2009 | Dec 17, 2015 | no | SUN CITY CENTER, FL|SARASOTA, FL|ALTAMONTE SPRINGS, FL|TAMPA, FL|TAMPA, FL|TAMPA, FL|TAMPA, FL | Previous registration |
| REDHEAD FINANCIAL GROUP | n/a | Sep 25, 1998 | Mar 24, 2010 | no | n/a | Previous registration |
| MONY SECURITIES CORPORATION | n/a | Feb 26, 1993 | Dec 17, 2004 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Dec 17, 2015 | Jun 30, 2009 | -2,361 | Firm change after gap | Other |
| REDHEAD FINANCIAL GROUP | VALMARK ADVISERS, INC. | Mar 24, 2010 | Jun 4, 2009 | -293 | Firm change after gap | Other |
| MONY SECURITIES CORPORATION | REDHEAD FINANCIAL GROUP | Dec 17, 2004 | Sep 25, 1998 | -2,275 | Firm change after gap | Other |