Donald Joseph Moulton

Employer firm

Moulton Wealth Management, Inc CRD 304598

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 05/2020
  Cetera Advisors Llc
  El Segundo, CA
• 06/2019 → Present
  Moulton Wealth Management, Inc
  Spokane, WA
• 02/2008 → Present
  Moulton Wealth Management, Inc
  Spokane, WA
• 03/2003 → Present
  Don Moulton, Sole Proprietor
  Spokane, WA
• 01/2008 → Present
  Rtps Income Tax Preperation, Inc.
  Spokane, WA

Previous Registrations

• 2012-02-28 → 2020-05-19
  Cetera Advisors Llc
  Spokane Valley, WA
  Kennewick, WA
• 2005-04-12 → 2012-02-28
  Pacific West Financial Consultants Inc
  Spokane, WA
• 2002-11-27 → 2005-05-06
  1St Global Advisors Inc
  Spokane, WA
• 2001-08-15 → 2002-10-30
  Woodbury Financial Services, Inc.
  Spokane, WA

Other Businesses

1) RTPS INCOME TAX PREPARATION, INC.; INVESTMENT RELATED; START 01/2008; 5% OWNER/TAX PREPARATIONS; SPOKANE, WA; 5 HOURS A MONTH; NONE DURING SECURITIES TRADING 2) Donald Moulton, Sole Proprietor; Fixed Insurance sales; Insurance Agent; started 03/2003. 3) MOULTON LAW OFFICE, REVIEW ESTATE PLANNING DOCUMENTS, TRUST REVIEW, 1HR/WK,

Exams

• S66 Uniform Combined State Law Examination
  2001-05-04

Designations

• Certified Financial Planner