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Joseph Scott Long

Cbiz Investment Advisory Services, LLC

Cleveland, OH

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-12-20
  • OH RA
    APPROVED
    Since 2018-12-20

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • 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 Advisors, Llc Akron OH 05/2000 12/2018
Sequoia Financial Group, Llc Akron OH 02/2016 12/2018
Cbiz Investment Advsiory Services Cleveland OH 12/2018 Present
  • 05/2000 → 12/2018
    Sequoia Financial Advisors, Llc
    Akron, OH
  • 02/2016 → 12/2018
    Sequoia Financial Group, Llc
    Akron, OH
  • 12/2018 → Present
    Cbiz Investment Advsiory Services
    Cleveland, OH
Previous Registrations
Other Businesses

RENTAL INCOME, 1481 GANGL DRIVE, STOW, OH 44224- RENTAL PROPERTY - NOT INVESTMENT RELATED. STARTED 10/2015 LESS THEN 10% TIME OR INCOME MONTHLY. NOT CLIENT RELATED. COMPENSATION IS RENTAL INCOME.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-05
  • S63 Uniform Securities Agent State Law Examination
    2000-07-05
Other Names
  • Joe Long
  • Joseph Scott Long

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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