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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 30, 2021

First registration

Jan 21, 2022

Dual registered

no

Other names

Richard M Kallmeyer

IAPD individual key

7490340

• Occurred

  Apr 24, 2023
  Advisor changed firm

  Richard M Kallmeyer left Barlas O'Reilly Wealth Management, Llc for Sequoia Financial Group, L.L.C. (registered 2023-05-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a6fd7e64-108d-eec7-0dd4-8a57833fef90

First observed

Jan 21, 2022

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.