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Joshua Matthew Moss

The Informed Momentum Company LLC

Solana Beach, CA

CRD 4217948

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Employer firm

The Informed Momentum Company LLC CRD 144908

$1.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Informed Momentum Company Llc

215 Highway 101 Suite 216, Solana Beach, CA 92075 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

215 Highway 101 Suite 216, Solana Beach, CA 92075 • 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
Eam Investors, Llc Cardiff By The Sea CA 07/2007 Present
  • 07/2007 → Present
    Eam Investors, Llc
    Cardiff By The Sea, CA
Previous Registrations
  • 2002-07-22 → 2007-08-20
    Nicholas-Applegate Capital Management Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-06
S63 Uniform Securities Agent State Law Examination 2001-04-09
  • S65 Uniform Investment Adviser Law Examination
    2002-06-06
  • S63 Uniform Securities Agent State Law Examination
    2001-04-09

View on SEC IAPD

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GLOBAL IMC LLC
CLEAR CREEK INVESTMENTS, LLC
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Nearby Investors

TRAVIS TYLER PRENTICE
DEREK JOHN GAERTNER
PAUL MARTIN PETERS

Nearby Offices

GLOBAL IMC LLC · SOLANA BEACH, CA
CLEAR CREEK INVESTMENTS, LLC · SOLANA BEACH, CA
LPL FINANCIAL LLC · SOLANA BEACH, CA

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