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

Feb 5, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom 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

S66

First exam

Feb 5, 2016

First registration

Mar 2, 2016

Dual registered

no

Other names

BRITTANY NICOLE OCONNOR|Brittany O'connor|Brittany Nicole Oconner

IAPD individual key

6372034

• Occurred

  Dec 23, 2025
  Advisor changed firm

  Brittany Nicole O'Connor left Charles Schwab & Co., Inc. for Sequoia Financial Group, L.L.C. (registered 2026-01-23)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:73cf4c62-1255-5bbd-ca08-0efbfa8d25b3

First observed

Mar 2, 2016

Last observed

Sep 15, 2026 3 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.