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RIA / WealthAdvisorCertified Financial Planner10 years in industry

STEVEN YATEKA TECKER

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH | Northfield, MN

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Search this name across graphsid dfx:ria:b24541a7-e55f-7a29-c588-173642415275

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 31, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 31, 2015
First registration: Jan 1, 2016
Dual registered: no
Other names: STEVEN Y TECKER
IAPD individual key: 6531353

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Mar 31, 2025	n/a	yes	AKRON, OH\|Northfield, MN	Current employment
CARLSON CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 6, 2023	May 15, 2025	no	Northfield, MN	Previous registration
SUMMIT WEALTH ADVOCATES, LLC	Former SEC adviser	Apr 27, 2021	Mar 31, 2023	no	PRIOR LAKE, MN\|FARMINGTON, MN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Feb 27, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 7, 2017	Jul 13, 2018	no	CARMEL, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 1, 2016	Apr 22, 2016	no	Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARLSON CAPITAL MANAGEMENT, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	May 15, 2025	Mar 31, 2025	-45	Bulk transfer	RIA to RIA
SUMMIT WEALTH ADVOCATES, LLC	CARLSON CAPITAL MANAGEMENT, LLC	Mar 31, 2023	Apr 6, 2023	6	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SUMMIT WEALTH ADVOCATES, LLC	Feb 27, 2019	Apr 27, 2021	790	Firm change after gap	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Apr 22, 2016	Dec 7, 2017	594	Firm change after gap	Ibd to ibd

Relationships

Registered with (6)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ CARLSON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 6, 2023 to May 15, 2025factForm ADV
→ SUMMIT WEALTH ADVOCATES, LLCRegistered adviserregistration: previous registration
Apr 27, 2021 to Mar 31, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Feb 27, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 7, 2017 to Jul 13, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 1, 2016 to Apr 22, 2016factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
Steven Yateka Tecker left Summit Wealth Advocates, Llc for Carlson Capital Management, Llc (registered 2023-04-06)
Form ADVobserved 4 days ago