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RIA / WealthAdvisorCertified Financial Planner16 years in industry

ALEXANDRIA MORGAN Nadworny

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

AKRON, OH | Burlington, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0a7b6d9-1c08-e433-c1ff-8e6121e66522

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2010 to Sep 15, 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: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 1, 2010
First registration: Oct 7, 2010
Dual registered: no
Other names: Alex Morgan Nadworny|ALEXANDRIA MORGAN NADWORNY|ALEXANDRIA MORGAN DUNN
IAPD individual key: 5695354

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	Sep 25, 2023	n/a	yes	Burlington, MA\|AKRON, OH	Current employment
AFFINIA FINANCIAL GROUP, LLC	Former SEC adviser	Aug 8, 2019	Sep 26, 2023	no	BURLINGTON, MA	Previous registration
SHEPHERD FINANCIAL PARTNERS, LLC	Independent wealth	Sep 2, 2015	Oct 2, 2019	no	WINCHESTER, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 7, 2010	Mar 3, 2016	no	BOSTON, MA\|NEEDHAM, MA\|WINCHESTER, MA\|BURLINGTON, MA	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
AFFINIA FINANCIAL GROUP, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Sep 26, 2023	Sep 25, 2023	-1	Firm change	RIA to RIA
SHEPHERD FINANCIAL PARTNERS, LLC	AFFINIA FINANCIAL GROUP, LLC	Oct 2, 2019	Aug 8, 2019	-55	Firm change after gap	RIA to new firm
LPL FINANCIAL LLC	SHEPHERD FINANCIAL PARTNERS, LLC	Mar 3, 2016	Sep 2, 2015	-183	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
304665:117756:MA:2023-09-26	Sep 26, 2023	Sep 25, 2023	BURLINGTON, MA	Firm change
169093:304665:MA:2019-10-02	Oct 2, 2019	Aug 8, 2019	WINCHESTER, MA	Firm change after gap

Relationships

Registered with (4)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ AFFINIA FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 8, 2019 to Sep 26, 2023factForm ADV
→ SHEPHERD FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 2, 2015 to Oct 2, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 7, 2010 to Mar 3, 2016factForm ADV

Dated events

Occurred
Sep 26, 2023
Advisor changed firm
Alexandria Morgan Nadworny left Affinia Financial Group, Llc for Sequoia Financial Group, L.L.C. (registered 2023-09-25)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0a7b6d9-1c08-e433-c1ff-8e6121e66522
First observed: Oct 7, 2010
Last observed: Sep 15, 2026 4 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.

ALEXANDRIA MORGAN Nadworny

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

AKRON, OH | Burlington, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0a7b6d9-1c08-e433-c1ff-8e6121e66522

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SEQUOIA FINANCIAL GROUP, L.L.C.

Independent wealth

Sep 25, 2023

n/a

yes

Burlington, MA|AKRON, OH

Current employment

AFFINIA FINANCIAL GROUP, LLC

Former SEC adviser

Aug 8, 2019

Sep 26, 2023

BURLINGTON, MA

Previous registration

SHEPHERD FINANCIAL PARTNERS, LLC

Independent wealth

Sep 2, 2015

Oct 2, 2019

WINCHESTER, MA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Oct 7, 2010

Mar 3, 2016

BOSTON, MA|NEEDHAM, MA|WINCHESTER, MA|BURLINGTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AFFINIA FINANCIAL GROUP, LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 26, 2023

Sep 25, 2023

-1

Firm change

RIA to RIA

SHEPHERD FINANCIAL PARTNERS, LLC

AFFINIA FINANCIAL GROUP, LLC

Oct 2, 2019

Aug 8, 2019

-55

Firm change after gap

RIA to new firm

LPL FINANCIAL LLC

SHEPHERD FINANCIAL PARTNERS, LLC

Mar 3, 2016

Sep 2, 2015

-183

Firm change after gap

Other

Team

Left

Joined

From

Kind

304665:117756:MA:2023-09-26

Sep 26, 2023

Sep 25, 2023

BURLINGTON, MA

Firm change

169093:304665:MA:2019-10-02

Oct 2, 2019

Aug 8, 2019

WINCHESTER, MA

Firm change after gap