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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Lehi, UT | 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 | Sep 24, 2024 | n/a | yes | Lehi, UT|AKRON, OH | Current employment |
| EIDE BAILLY ADVISORS, LLC | Former SEC adviser | Sep 10, 2024 | Nov 8, 2024 | no | Orem, UT|SIOUX FALLS, SD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EIDE BAILLY ADVISORS, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Nov 8, 2024 | Sep 24, 2024 | -45 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113564:117756:SD:2024-11-08 | Nov 8, 2024 | Sep 24, 2024 | SIOUX FALLS, SD | Firm change after gap |