Morris Craig Moser

Current Employers

Employment History

• 10/2014 → 07/2019
  Taylor Capital Management Inc.
  Woodstock, GA
• 02/1999 → 08/2025
  M. Craig Moser
  Winston Salem, NC
• 04/2015 → 03/2021
  Retirement Wealth Advisors, Inc.
  Winston Salem, NC
• 04/2015 → 03/2021
  Formulafolio Investments, Llc
  Winston Salem, NC
• 06/2019 → 03/2021
  World Equity Group
  Arlington Heights, IL
• 03/2021 → 09/2025
  Avantax Investment Services Inc.
  Winston-Salem, NC
• 03/2021 → 09/2025
  Avantax Advisory Services
  Winston-Salem, NC
• 03/2021 → 09/2025
  Avantax Insurance Agency, Llc.
  Winston-Salem, NC
• 09/2025 → 04/2026
  Cetera Wealth Services, Llc
  Winston Salem, NC
• 09/2025 → 04/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Raymond James & Associates, Inc.
  Winston Salem, NC

Previous Registrations

• 2025-09-05 → 2026-05-01
  Cetera Investment Advisers Llc
  Winston- Salem, NC
  Greensboro, NC
• 2021-03-03 → 2025-09-05
  Avantax Advisory Services
  Winston- Salem, NC
• 2015-04-08 → 2021-03-02
  Brookstone Wealth Advisors, Llc
  Winston Salem, NC
  Greensboro, NC
  Winston Salem, NC
• 2015-06-04 → 2021-03-02
  Brookstone Asset Management, Llc
  Winston Salem, NC
  Greensboro, NC
  Winston Salem, NC
• 2012-07-05 → 2015-04-17
  Advisory Services Network
  Winston Salem, NC
• 2006-06-16 → 2012-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  High Point, NC
  Winston Salem, NC
• 2002-04-15 → 2006-07-10
  Ubs Financial Services Inc.
  High Point, NC
  High Point, NC

Other Businesses

(1)Name of Business: Maestro Insurance Services, Inc. Address: 755 Highland Oaks Dr, Ste 101, Winston Salem, NC, 27103, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 07/06/1989 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Former Insurance Agency formed for FIA business and other insurance commissions prior to Avantax/Cetera affiliation and Raymond James employment.\nNo new business will be generated. We are in the process of moving contracts to Raymond James and closing this business at year end. \nAddress below is for tax purposes and existing state registrations only.\n (2)Name of Business: Maestro Wealth Advisors, LLC Address: 755 Highland Oaks Dr, Ste 101, Winston Salem, NC, 27103, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 03/05/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was the lead advisor of our prior firm and this was our public facing Advisory firm prior to joining Raymond James. We no longer do business under Maestro Wealth. There is no longer a Website. We are in the process of closing this down by year end.\nAddress is for existing bank and tax purposes.\n (3)Name of Business: Wally Wash LLC Address: 2424 S Stratford Rd, Winston Salem, NC, 27103, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 08/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help maintain the car wash.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-19
• S65 Uniform Investment Adviser Law Examination
  1998-02-23
• S63 Uniform Securities Agent State Law Examination
  1988-06-21

Designations

Other Names

• Morris C Moser
• Morris Craig Moser
• M. C Moser
• M. Craig Moser
• Craig Moser