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.

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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jul 12, 2024

First registration

Jul 21, 2021

Dual registered

no

IAPD individual key

7407414

• Occurred

  Jun 26, 2026
  Advisor changed firm

  Logan Isaiah Green left Fisher Investments for Sequoia Financial Group, L.L.C. (registered 2026-07-08)

  Form ADVobserved 6 days ago
• Occurred

  Apr 25, 2022
  Advisor changed firm

  Logan Isaiah Green left Florida Financial Advisors, Llc for Fisher Investments (registered 2024-07-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c3ef2a8-5f9a-4cd7-e045-0dbed73f8951

First observed

Jul 21, 2021

Last observed

Sep 15, 2026 6 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.