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Advisor at JOURNEY WEALTH MANAGEMENT
CLEVELAND, 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 |
|---|---|---|---|---|---|---|
| JOURNEY WEALTH MANAGEMENT | Independent wealth | Feb 3, 2021 | n/a | yes | CLEVELAND, OH | Current employment |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Jan 13, 2015 | Jan 22, 2021 | no | AKRON, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 14, 2014 | Dec 18, 2014 | no | WESTLAKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | JOURNEY WEALTH MANAGEMENT | Jan 22, 2021 | Feb 3, 2021 | 12 | Firm change | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Dec 18, 2014 | Jan 13, 2015 | 26 | Firm change | Other |