DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Berwyn, PA | AKRON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Mar 7, 2023 | n/a | yes | Berwyn, PA|AKRON, OH | Current employment |
| ZEKE CAPITAL ADVISORS, LLC | Former SEC adviser | Dec 1, 2008 | Feb 28, 2023 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ZEKE CAPITAL ADVISORS, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Feb 28, 2023 | Mar 7, 2023 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146607:117756:PA:2023-02-28 | Feb 28, 2023 | Mar 7, 2023 | BERWYN, PA | Firm change |