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Zachery R. Moore

Sequoia Financial Group, L.L.C.

Bloomington, MN

Akron, OH

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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-15
  • MN RA
    APPROVED
    Since 2025-12-15

Branch Locations

1750 West 82Nd St., Suite 150, Bloomington, MN 55431 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
OrganizationCityStateFromTo
Sequoia Financial Group, Llc Akron OH 04/2025 Present
Carlson Capital Management Blommington MN 02/2023 04/2025
Minnesota Air National Guard Duluth MN 01/2019 01/2025
Ctb Financial Services St. Louis Park MN 01/2022 01/2023
Interim Health Care Duluth MN 12/2018 10/2021
University Of Minnesota Twin Cities Minneapolis MN 09/2021 12/2022
Blackwoods Bar & Grill Proctor MN 06/2016 07/2018
Moline Machinery Duluth MN 06/2017 08/2018
University Of Minesota Twin Cities Minneapolis MN 09/2018 12/2018
Esko High School Esko MN 09/2014 05/2018
  • 04/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 02/2023 → 04/2025
    Carlson Capital Management
    Blommington, MN
  • 01/2019 → 01/2025
    Minnesota Air National Guard
    Duluth, MN
  • 01/2022 → 01/2023
    Ctb Financial Services
    St. Louis Park, MN
  • 12/2018 → 10/2021
    Interim Health Care
    Duluth, MN
  • 09/2021 → 12/2022
    University Of Minnesota Twin Cities
    Minneapolis, MN
  • 06/2016 → 07/2018
    Blackwoods Bar & Grill
    Proctor, MN
  • 06/2017 → 08/2018
    Moline Machinery
    Duluth, MN
  • 09/2018 → 12/2018
    University Of Minesota Twin Cities
    Minneapolis, MN
  • 09/2014 → 05/2018
    Esko High School
    Esko, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15
Other Names
  • Zach Moore

View on SEC IAPD

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BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

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