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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Houston, TX | 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 | Aug 7, 2024 | n/a | yes | Houston, TX|AKRON, OH | Current employment |
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Feb 5, 2024 | May 24, 2024 | no | INDEPENDENCE, OH|KINGWOOD, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 31, 2019 | Oct 12, 2023 | no | HOUSTON, TX|THE WOODLANDS, TX|HOUSTON, TX|HOUSTON, TX|NEW CANEY, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 28, 2018 | Mar 26, 2019 | no | KINGWOOD, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | SEQUOIA FINANCIAL GROUP, L.L.C. | May 24, 2024 | Aug 7, 2024 | 75 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | STRATEGIC WEALTH PARTNERS, LTD. | Oct 12, 2023 | Feb 5, 2024 | 116 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Mar 26, 2019 | May 31, 2019 | 66 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:TX:2019-03-18 | Mar 26, 2019 | May 31, 2019 | KINGWOOD, TX | Firm change |