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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 | Aug 30, 2024 | n/a | yes | COPLEY, OH | Current employment |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Jan 12, 2022 | Aug 23, 2024 | no | Mayfield Heights, OH|AKRON, OH | Previous registration |
| NCA FINANCIAL PLANNERS | Former SEC adviser | May 14, 2008 | Nov 7, 2022 | no | CLEVELAND, OH|MAYFIELD HEIGHTS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | SIGNAL TREE FINANCIAL PARTNERS LLC | Aug 23, 2024 | Aug 30, 2024 | 7 | Firm change | Other |
| NCA FINANCIAL PLANNERS | SEQUOIA FINANCIAL GROUP, L.L.C. | Nov 7, 2022 | Jan 12, 2022 | -299 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120086:117756:OH:2022-11-07 | Nov 7, 2022 | Jan 12, 2022 | MAYFIELD HEIGHTS, OH | Firm change after gap |