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

Dec 7, 1990earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Dec 7, 1990

First registration

Sep 24, 1998

Dual registered

no

IAPD individual key

1968086

• Occurred

  Jun 30, 2026
  Advisor changed firm

  Michael Patrick Hatch left Sterling Financial Group, Inc. for Sequoia Financial Group, L.L.C. (registered 2025-10-16)

  Form ADVobserved 4 days ago
• Occurred

  Dec 1, 2022
  Advisor changed firm

  Michael Patrick Hatch left Lpl Financial Llc for The Sterling Group (registered 1999-11-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93bf095b-159e-74f1-5f8b-e57f02f32e4b

First observed

Sep 24, 1998

Last observed

Sep 14, 2026 5 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.