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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Nashville, TN | 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 | Jul 28, 2021 | n/a | yes | AKRON, OH|Nashville, TN | Current employment |
| WEALTHSTONE ADVISORS | Former SEC adviser | Sep 14, 2018 | Dec 31, 2021 | no | COLUMBUS, OH | Previous registration |
| HALITE PARTNERS, LLC | Former SEC adviser | Aug 4, 2017 | Aug 23, 2018 | no | COLUMBUS, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 29, 2016 | Jun 27, 2017 | no | Columbus, OH | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | Jan 14, 2003 | Jul 28, 2004 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSTONE ADVISORS | SEQUOIA FINANCIAL GROUP, L.L.C. | Dec 31, 2021 | Jul 28, 2021 | -156 | Firm change after gap | RIA to RIA |
| HALITE PARTNERS, LLC | WEALTHSTONE ADVISORS | Aug 23, 2018 | Sep 14, 2018 | 22 | Firm change | Other |
| MORGAN STANLEY | HALITE PARTNERS, LLC | Jun 27, 2017 | Aug 4, 2017 | 38 | Firm change | Wirehouse to new firm |
| J.P. MORGAN ASSET MANAGEMENT | MORGAN STANLEY | Jul 28, 2004 | Feb 29, 2016 | 4,233 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110725:117756:OH:2021-12-31 | Dec 31, 2021 | Jul 28, 2021 | COLUMBUS, OH | Firm change after gap |
| 289182:110725:OH:2018-08-23 | Aug 23, 2018 | Sep 14, 2018 | COLUMBUS, OH | Firm change |
| 149777:289182:OH:2017-06-27 | Jun 27, 2017 | Aug 4, 2017 | COLUMBUS, OH | Firm change |