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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
Miami, FL | 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 | Jan 31, 2025 | n/a | yes | AKRON, OH|Miami, FL | Current employment |
| Q3 ADVISORS, LLC | No RAUM reported | Sep 30, 2024 | Jan 7, 2025 | no | Miami, FL | Previous registration |
| FIDUCIARY FAMILY OFFICE, LLC | Independent wealth | May 30, 2024 | Jun 24, 2024 | no | BOCA RATON, FL | Previous registration |
| ELEMENT POINTE FAMILY OFFICE | Independent wealth | May 30, 2023 | May 7, 2024 | no | MIAMI, FL | Previous registration |
| Facet | Independent wealth | May 24, 2021 | May 22, 2023 | no | Yardley, PA|WEST PALM BEACH, FL|Jupiter, FL | Previous registration |
| TOBIAS FINANCIAL ADVISORS | Independent wealth | Sep 8, 2020 | Mar 10, 2021 | no | PLANTATION, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Feb 17, 2020 | Oct 21, 2020 | no | Boca Raton, FL | Previous registration |
| ADAM FINANCIAL ASSOCIATES INC | Former SEC adviser | Mar 27, 2018 | Feb 12, 2020 | no | BOCA RATON, FL | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 28, 2017 | Feb 13, 2018 | no | Jupiter, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Jan 7, 2025 | Jan 31, 2025 | 24 | Firm change | Other |
| FIDUCIARY FAMILY OFFICE, LLC | Q3 ADVISORS, LLC | Jun 24, 2024 | Sep 30, 2024 | 98 | Firm change | Other |
| ELEMENT POINTE FAMILY OFFICE | FIDUCIARY FAMILY OFFICE, LLC | May 7, 2024 | May 30, 2024 | 23 | Firm change | RIA to RIA |
| Facet | ELEMENT POINTE FAMILY OFFICE | May 22, 2023 | May 30, 2023 | 8 | Firm change | RIA to RIA |
| TOBIAS FINANCIAL ADVISORS | Facet | Mar 10, 2021 | May 24, 2021 | 75 | Firm change | RIA to RIA |
| MERCER GLOBAL ADVISORS INC. | TOBIAS FINANCIAL ADVISORS | Oct 21, 2020 | Sep 8, 2020 | -43 | Firm change after gap | RIA to RIA |
| ADAM FINANCIAL ASSOCIATES INC | MERCER GLOBAL ADVISORS INC. | Feb 12, 2020 | Feb 17, 2020 | 5 | Firm change | RIA to RIA |
| COMMONWEALTH FINANCIAL NETWORK | ADAM FINANCIAL ASSOCIATES INC | Feb 13, 2018 | Mar 27, 2018 | 42 | Firm change | Ibd to RIA |