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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Northfield, MN | 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 | Apr 1, 2025 | n/a | yes | AKRON, OH|Northfield, MN | Current employment |
| CARLSON CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jan 28, 2020 | May 15, 2025 | no | Rochester, MN|NORTHFIELD, MN | Previous registration |
| EDWARD JONES | National bd RIA | Aug 30, 2013 | Jan 21, 2020 | no | ST. LOUIS, MO|ST LOUIS, MO|Rochester, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARLSON CAPITAL MANAGEMENT, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | May 15, 2025 | Apr 1, 2025 | -44 | Bulk transfer | RIA to RIA |
| EDWARD JONES | CARLSON CAPITAL MANAGEMENT, LLC | Jan 21, 2020 | Jan 28, 2020 | 7 | Firm change | Ibd to RIA |