Philip John Moses

Current Employers

Employment History

• 11/2017 → Present
  Low Angle Group Llc
  Lake City, FL
• 01/2024 → 12/2024
  Moses Wealth Advisors
  Lake City, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Lake City, FL
• 05/1997 → Present
  Raymond James Financial Services, Inc.
  Lake City, FL

Previous Registrations

• 1998-11-20 → 2005-12-31
  First Federal Financial Services Corp
  Lake City, FL
• 1998-11-20 → 2002-06-26
  First Federal Financial Services Corp
  Lake City, FL

Other Businesses

(1)Name of Business: Belford Pines Partners, LLC Address: 569 NW Hackney Terr., Lake City , FL, 32055, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 07/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Epiphany Catholic Church Finance Council Address: 254 SW Malone Street , Lake City, FL, 32024, United States Activity Type: Religious Position/Title: Officer - President Investment Related: Yes Start Date: 09/20/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advise Parish Priest re finances (3)Name of Business: First Federal Bank Board of Directors Address: US 90 West, Lake City, FL, 32055, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director, Other Investment Related: No Start Date: 02/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As Vice Chairman of Board of Directors, I will attend monthly board meetings and serve as chairman in the event the chairman is unavailable. (4)Name of Business: First Federal Foundation, Inc. Address: US Hwy 90 West, Lake City, FL, 32055, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 12/28/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Director of a private foundation established from First Federal Bank. Initial investment $5,000,000. (5)Name of Business: Low Angle Group LLC Address: 569 NW Hackney Ter. , Lake City, FL, 32055, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 11/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (7)Name of Business: Odom Moses & Company, LLP Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 03/21/1975 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial, Investment, Estate planning and accounting services for various clients (8)Name of Business: Sparta Pink Investors LLC Address: 569 NW Hackney Ter, Lake City, FL, 32055, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 12/15/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  1999-05-14

Other Names

• Phil Moses
• Philip John Moses