Michael John Moss

Current Employers

Employment History

• 09/2012 → 01/2023
  Ameritas Investment Corp.
  Lincoln, NE
• 02/2012 → 03/2021
  Ameritas Life Insurance Corp
  Bethesda, MD
• 05/2021 → Present
  The Ascent Group, Llc
  Aldie, VA
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA
• 10/2024 → Present
  Alera Group, Inc.
  Deerfield, IL
• 05/2021 → 04/2025
  The Ascent Group, Llc
  Aldie, VA

Previous Registrations

• 2021-04-13 → 2021-05-10
  Ameritas Investment Company, Llc
  Freeport, NY
  Virginia Beach, VA
• 2014-01-14 → 2021-04-02
  Ameritas Investment Company, Llc
  Bethesda, MD
  Bethesda, MD
  Lincoln, NE
  Lincoln, NE
  Bethesda, MD
  Aldie, VA
  Lincoln, NE

Other Businesses

1) Summit Group of Virginia, LLP; POSITION: Non-Registered Associate NATURE: DBA for conducting business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2021 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: I am the Wealth Platform Leader at Alera Group and the President of both Alera Investment Advisors and The Ascent Group. I am a Non-Registered Associate at Osaic and conduct such activities through Summit Group of Virginia. 2) The Ascent Group,LLC; POSITION: President, Wealth Services NATURE: The Ascent Group, LLC is an SEC-registered RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2021 ADDRESS: 192 Ballard Court, Suite 400 VA 23462, United States DESCRIPTION: I am the Wealth Platform Leader for Alera Group. As part of that role, I serve as President for both The Ascent Group, LLC and Alera Investment Advisors, LLC. 3) ALERA GROUP, INC. / ALERA INVESTMENT ADVISORS, LLC POSITION: President NATURE: Alera Investment Advisors, LLC is an SEC-registered RIA owned by Alera Group, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2024 ADDRESS: 3 Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: I am the Wealth Platform Leader for Alera Group, Inc. Alera owns both The Ascent Group, LLC and Alera Investment Advisors, LLC, two separate SEC-registered RIAs. I serve as President for both RIAs in my role leading Wealth for Alera Group. 4) Osaic Wealth, Inc; POSITION: Non-registered Administrator NATURE: Osaic Wealth Inc. is a broker-dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/11/2025 ADDRESS: 192 Ballard Court, Suite 400 VA 23462, United States DESCRIPTION: I am a non-registered associate of Osaic Wealth, Inc. due to dual registration of IARs of Alera Investment Advisors, LLC and The Ascent Group, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-14

Designations

Other Names

• Michael John Moss
• Mike Moss