John Thomas Moss

Current Employers

Jtm Wealth Management, Inc.

21 Vets Road, Windham, NY 12496 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-07

NY RA
APPROVED

Since 2021-06-07

Branch Locations

21 Vets Road, Windham, NY 12496 • 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

Organization	City	State	From	To
Jtm Wealth Management, Inc.	Windham	NY	06/2016	Present

06/2016 → Present

Jtm Wealth Management, Inc.

Windham, NY

Previous Registrations

2000-11-20 → 2013-01-02

1St Global Advisors Inc

Jacksonville, FL

Brunswick, GA
2004-04-15 → 2005-11-22

Ple Wealth Management

Jacksonville, FL

Other Businesses

John T Moss, CPA; Investment Related; 21 Vets Rd, Windham, NY 12496; Tax/Accounting; Owner; 01/2007 to present; 50 hrs per month; 2 hrs during security trading hours; and Tax Preparation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-06
S63	Uniform Securities Agent State Law Examination	1997-07-25

S66 Uniform Combined State Law Examination

2000-11-06
S63 Uniform Securities Agent State Law Examination

1997-07-25

Designations

View on SEC IAPD

Current Employers

Jtm Wealth Management, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews