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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
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 | Feb 7, 2022 | n/a | yes | AKRON, OH|AKRON, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 2, 2010 | Feb 28, 2012 | no | CLEVELAND, OH|CHARLOTTE, NC | Previous registration |
| REA WEALTH MANAGEMENT | Independent wealth | Jan 2, 2002 | Mar 16, 2005 | no | DUBLIN, OH | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 26, 2001 | Feb 28, 2005 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | SEQUOIA FINANCIAL GROUP, L.L.C. | Feb 28, 2012 | Feb 7, 2022 | 3,632 | Firm change after gap | Wirehouse to RIA |
| REA WEALTH MANAGEMENT | WELLS FARGO ADVISORS | Mar 16, 2005 | Sep 2, 2010 | 1,996 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | REA WEALTH MANAGEMENT | Feb 28, 2005 | Jan 2, 2002 | -1,153 | Firm change after gap | Other |