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Ronald James Moss

Sequoia Financial Group, L.L.C.

Akron, OH

Mayfield Heights, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-24
  • OH RA
    APPROVED
    Since 2026-02-24

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5910 Landerbrook Dr, Suite 300, Mayfield Heights, OH 44124 • 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
Charles Schwab & Co., Inc. Richfield OH 04/2017 09/2018
Uber Technologies Inc Cincinnati OH 07/2016 03/2017
Northern Kentucky University Highland Heights KY 08/2013 12/2016
Lpl Financial Llc Cleveland OH 09/2018 10/2020
Global Retirement Partners, Llc Cleveland OH 09/2018 10/2020
Buttonwood Corp Finance Cleveland OH 11/2020 03/2022
Huntington Private Bank Columbus OH 03/2022 11/2025
Sequoia Financial Group Akron OH 12/2025 Present
  • 04/2017 → 09/2018
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 07/2016 → 03/2017
    Uber Technologies Inc
    Cincinnati, OH
  • 08/2013 → 12/2016
    Northern Kentucky University
    Highland Heights, KY
  • 09/2018 → 10/2020
    Lpl Financial Llc
    Cleveland, OH
  • 09/2018 → 10/2020
    Global Retirement Partners, Llc
    Cleveland, OH
  • 11/2020 → 03/2022
    Buttonwood Corp Finance
    Cleveland, OH
  • 03/2022 → 11/2025
    Huntington Private Bank
    Columbus, OH
  • 12/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04
Designations

View on SEC IAPD

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KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
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