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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Oct 24, 2014

First registration

Oct 13, 2014

Dual registered

no

Other names

BERK HARRISON|BERKELEY G HARRISON

IAPD individual key

3101371

• Occurred

  Jun 30, 2026
  Advisor changed firm

  Berkeley George Harrison left Sterling Financial Group, Inc. for Sequoia Financial Group, L.L.C. (registered 2025-10-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fbba6b9f-296a-049c-74fc-baa5bc42c5cd

First observed

Oct 13, 2014

Last observed

Sep 15, 2026 4 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.