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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH | Northfield, MN
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 | Mar 31, 2025 | n/a | yes | AKRON, OH|Northfield, MN | Current employment |
| CARLSON CAPITAL MANAGEMENT, LLC | Former SEC adviser | Dec 15, 2015 | May 15, 2025 | no | Bloomington, MN|NORTHFIELD, MN|Hastings, MN | Previous registration |
| CARLSON CAPITAL MANAGEMENT | Former SEC adviser | Jan 29, 2014 | Dec 31, 2015 | no | NORTHFIELD, MN | Previous registration |
| 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 |
| CARLSON CAPITAL MANAGEMENT | CARLSON CAPITAL MANAGEMENT, LLC | Dec 31, 2015 | Dec 15, 2015 | -16 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111414:281544:MN:2015-12-31 | Dec 31, 2015 | Dec 15, 2015 | NORTHFIELD, MN | Firm change |