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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Burlington, MA | 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 | Sep 25, 2023 | n/a | yes | Burlington, MA|AKRON, OH | Current employment |
| AFFINIA FINANCIAL GROUP, LLC | Former SEC adviser | Oct 28, 2020 | Sep 26, 2023 | no | BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AFFINIA FINANCIAL GROUP, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Sep 26, 2023 | Sep 25, 2023 | -1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304665:117756:MA:2023-09-26 | Sep 26, 2023 | Sep 25, 2023 | BURLINGTON, MA | Firm change |