DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant19 years in industry

DAVID M SAYERS

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

AKRON, OH | Northfield, MN

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:df9714c6-a03e-2ccc-5e37-95d4975d7462

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2014 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: Jun 16, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S66
First exam: Jun 16, 2007
First registration: Jan 21, 2014
Dual registered: no
Other names: DAVE M SAYERS
IAPD individual key: 5352026

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	Northfield, MN\|AKRON, OH	Current employment
CARLSON CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 22, 2021	May 15, 2025	no	Bloomington, MN\|Hastings, MN	Previous registration
GRANDVIEW DELIGHT, LLC	Former SEC adviser	Oct 3, 2016	Mar 19, 2021	no	ST. PAUL, MN	Previous registration
BGM WEALTH MANAGEMENT	Independent wealth	Nov 17, 2014	Oct 3, 2016	no	BLOOMINGTON, MN	Previous registration
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Jan 21, 2014	Oct 31, 2014	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN	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
GRANDVIEW DELIGHT, LLC	CARLSON CAPITAL MANAGEMENT, LLC	Mar 19, 2021	Jul 22, 2021	125	Firm change	RIA to RIA
BGM WEALTH MANAGEMENT	GRANDVIEW DELIGHT, LLC	Oct 3, 2016	Oct 3, 2016	0	Firm change	Other
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	BGM WEALTH MANAGEMENT	Oct 31, 2014	Nov 17, 2014	17	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
110483:284807:MN:2016-10-03	Oct 3, 2016	Oct 3, 2016	BLOOMINGTON, MN	Firm change

Relationships

Registered with (5)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ CARLSON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 22, 2021 to May 15, 2025factForm ADV
→ GRANDVIEW DELIGHT, LLCRegistered adviserregistration: previous registration
Oct 3, 2016 to Mar 19, 2021factForm ADV
→ BGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 17, 2014 to Oct 3, 2016factForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 21, 2014 to Oct 31, 2014factForm ADV

Dated events

No dated event names this entity yet.