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

Jan 29, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Jan 29, 2001

First registration

May 1, 2019

Dual registered

no

IAPD individual key

4143229

• Occurred

  Sep 10, 2025
  Advisor changed firm

  David Alan Webb left Carlson Capital Management, Llc for Sequoia Financial Group, L.L.C. (registered 2025-03-31)

  Form ADVobserved 6 days ago
• Occurred

  May 1, 2023
  Advisor changed firm

  David Alan Webb left Jnba Financial Advisors, Llc for Carlson Capital Management, Llc (registered 2023-10-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76afb27e-8931-23f7-bb66-b82b26c0c13d

First observed

May 1, 2019

Last observed

Sep 14, 2026 7 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.