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.

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

Sep 8, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 8, 1995

First registration

Feb 2, 2006

Dual registered

no

IAPD individual key

2649692

• Occurred

  Oct 22, 2025
  Advisor changed firm

  Brian Andrew Worley left The Martin Worley Group for Sequoia Financial Group, L.L.C. (registered 2025-07-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e8ae2a54-c17e-81c4-952f-d3ecf9c6b8f7

First observed

Feb 2, 2006

Last observed

Sep 15, 2026 6 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.