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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH | Dublin, 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 | Nov 4, 2024 | n/a | yes | Dublin, OH|AKRON, OH | Current employment |
| Facet | Independent wealth | Apr 1, 2024 | Sep 20, 2024 | no | WEST PALM BEACH, FL|Powell, OH | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 18, 2019 | Apr 2, 2024 | no | BEAVERCREEK, OH | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Mar 1, 2017 | Dec 20, 2019 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | SEQUOIA FINANCIAL GROUP, L.L.C. | Sep 20, 2024 | Nov 4, 2024 | 45 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Facet | Apr 2, 2024 | Apr 1, 2024 | -1 | Firm change | Ibd to RIA |
| VANGUARD ADVISERS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Dec 20, 2019 | Dec 18, 2019 | -2 | Firm change | Ibd to ibd |