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

Apr 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom 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

Chartered Financial Analyst

Exams

S66

First exam

Jun 13, 2008

First registration

Dec 17, 2008

Dual registered

no

IAPD individual key

5351087

• Occurred

  Nov 8, 2024
  Advisor changed firm

  Brett Michael Myer left Eide Bailly Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2024-09-30)

  Form ADVobserved 5 days ago
• Occurred

  Mar 6, 2023
  Advisor changed firm

  Brett Michael Myer left The Investment Counsel Company for Eide Bailly Advisors, Llc (registered 2023-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a79152f-55b0-2a3b-92ba-de8ffc900280

First observed

Dec 17, 2008

Last observed

Sep 14, 2026 6 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.