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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
3658 Mt. Diablo Blvd., Ste. 210, Lafayette, CA 94549 • United States
3658 Mt. Diablo Blvd Ste. 210, Lafayette, CA 94549 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-06 |
Branch Locations
3658 Mt. Diablo Blvd Ste. 210, Lafayette, CA 94549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosher & Ellis Financial Planning | Lafayette | CA | 08/2000 | 12/2017 |
| Mosher Financial Advisors, Llc | Lafayette | CA | 01/2018 | Present |
| American Investors Company | San Ramon | CA | 11/2001 | Present |
| Scott Everard Dawson | Lafayette | CA | 12/1997 | Present |
| American Investors Company | San Ramon | CA | 10/2025 | Present |
1) MOSHER FINANCIAL ADVISORS, LLC; INVESTMENT-RELATED; 3658 MT. DIABLO BLVD., STE. 210, LAFAYETTE, CA 94549; FINANCIAL PLANNING AND INVESTMENTS: PARTNER, CFP AND PLANNER; START DATE 1/2018; APPROX. 160 HOURS/MONTH DEVOTED TO THIS BUSINESS; APPROX. 4 HOURS/DAY DURING SECURITIES TRADING HOURS; ACCOUNT PROCESSING, INVESTMENT AND ALLOCATION RESEARCH. 2) SCOTT EVERARD DAWSON; NOT INVESTMENT-RELATED; 3658 MT DIABLO BLVD #210, LAFAYETTE, CA 94549; INSURANCE SERVICES; LICENSED INDIVIDUAL INSURANCE AGENT; START DATE 12/1997; 1-2 HOURS PER MONTH, ZERO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-06 |
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