Rebecca Jean Ruvolo

Current Employers

Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-01-06

OH RA
APPROVED

Since 2024-01-06

Branch Locations

5005 Rockside Rd Ste 210, Independence, OH 44131 • United States

7965 North High Street, Suite 150, Columbus, OH 43235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scottrade	Cleveland	OH	01/2015	03/2018
Voya Financial Advisors, Inc.	Independence	OH	03/2018	04/2018
Charles Schwab & Co., Inc.	Lyndhurst	OH	05/2018	08/2018
Charles Schwab Bank	Lyndhurst	OH	05/2018	08/2018
Voya Financial Advisors, Inc.	Independence	OH	09/2018	07/2023
Charles Schwab & Co., Inc.	Richfield	OH	07/2023	12/2023
Schwab Wealth Advisory	Richfield	OH	07/2023	12/2023
Voya Financial Advisors	Independence	OH	01/2023	Present
Ruvolo Wealth Management	Independence	OH	09/2025	Present

01/2015 → 03/2018

Scottrade

Cleveland, OH
03/2018 → 04/2018

Voya Financial Advisors, Inc.

Independence, OH
05/2018 → 08/2018

Charles Schwab & Co., Inc.

Lyndhurst, OH
05/2018 → 08/2018

Charles Schwab Bank

Lyndhurst, OH
09/2018 → 07/2023

Voya Financial Advisors, Inc.

Independence, OH
07/2023 → 12/2023

Charles Schwab & Co., Inc.

Richfield, OH
07/2023 → 12/2023

Schwab Wealth Advisory

Richfield, OH
01/2023 → Present

Voya Financial Advisors

Independence, OH
09/2025 → Present

Ruvolo Wealth Management

Independence, OH

Previous Registrations

2023-08-14 → 2023-12-19

Schwab Wealth Advisory, Inc.

Richfield, OH
2018-09-06 → 2023-07-27

Voya Financial Advisors, Inc.

Independence, OH
2018-06-05 → 2018-09-12

Charles Schwab & Co., Inc.

Orange Village, OH
2018-03-15 → 2018-04-30

Voya Financial Advisors, Inc.

Independence, OH
2016-12-23 → 2018-03-09

Scottrade Investment Management

Saint Louis, MO
2013-10-21 → 2013-11-26

Edward Jones

St Louis, MO

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2024 ADDRESS: 6100 Oak Tree Blvd, Suite 200, Independence OH 44131, United States DESCRIPTION: sales of fixed insurance products RUVOLO WEALTH MANAGEMENT DBA POSITION: FINANCIAL ADVISOR NATURE: RUVOLO WEALTH MANAGEMENT is a dba set up for my retail business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/22/2025 ADDRESS: 6100 Oak Tree Blvd #200, Independence OH 44131, United States DESCRIPTION: I provide a comprehensive, goal-oriented approach to retirement planning and investment management. RUVOLO WEALTH MANAGEMENT LLC POSITION: OWNER NATURE: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/10/2025 ADDRESS: 10174 COLTON AVE, CONCORD TWP OH 44077, United States DESCRIPTION: OWNER AND FINANCIAL PLANNER, UTILIZING TAMP SERVICES TO MANAGE ASSETS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-10
S63	Uniform Securities Agent State Law Examination	2006-02-13

S66 Uniform Combined State Law Examination

2017-02-10
S63 Uniform Securities Agent State Law Examination

2006-02-13

Designations

Other Names

Rebecca Roda
Rebecca Jean Ruvolo
Rebecca Ruvolo

View on SEC IAPD