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Advisor at SIGNAL TREE FINANCIAL PARTNERS LLC
COPLEY, 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 |
|---|---|---|---|---|---|---|
| SIGNAL TREE FINANCIAL PARTNERS LLC | Independent wealth | Jun 22, 2023 | n/a | yes | COPLEY, OH | Current employment |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Mar 27, 2007 | Mar 3, 2023 | no | BEACHWOOD, OH|AKRON, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 17, 2003 | Mar 28, 2005 | no | INDEPENDENCE , OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | SIGNAL TREE FINANCIAL PARTNERS LLC | Mar 3, 2023 | Jun 22, 2023 | 111 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Mar 28, 2005 | Mar 27, 2007 | 729 | Firm change after gap | Other |