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Reading the graph
Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH | Berwyn, PA
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 28, 2023 | n/a | yes | AKRON, OH|Berwyn, PA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 22, 2016 | Jul 22, 2021 | no | Yardley, PA|Wayne, PA|Wayne, PA|Yardley, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Jul 22, 2021 | Jun 28, 2023 | 706 | Firm change after gap | Ibd to RIA |