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Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.
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 | Feb 19, 2016 | n/a | yes | AKRON, OH | Current employment |
| MARCUM WEALTH, LLC | Former SEC adviser | Jan 10, 2014 | Feb 19, 2016 | no | CLEVELAND, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Feb 1, 2013 | Oct 3, 2013 | no | AKRON, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 29, 2006 | Jan 22, 2013 | no | NEW YORK, NY|HUDSON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARCUM WEALTH, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Feb 19, 2016 | Feb 19, 2016 | 0 | Firm change | Other |
| CETERA ADVISORS LLC | MARCUM WEALTH, LLC | Oct 3, 2013 | Jan 10, 2014 | 99 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CETERA ADVISORS LLC | Jan 22, 2013 | Feb 1, 2013 | 10 | Firm change | Other |