Adam David Moskowitz

Current Employers

Employment History

• 08/2011 → Present
  Wfgia
  Stockton, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Stockton, CA
• 08/2013 → Present
  Dynamic Expansion Inc
  La Crescenta, CA
• 10/2014 → Present
  Makom Ohr Shalom
  West Hills, CA
• 08/2018 → Present
  Silver Lake Chamber Of Commerce
  Los Angeles, CA
• 10/2021 → Present
  The Loudest Wavemakers, Inc.
  Lodi, CA
• 04/2022 → Present
  Power Pbc
  Del Mar, CA
• 12/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 11/2021 → Present
  Bni - Business Networking International
  Villa Park, CA
• 06/2021 → Present
  Kiwanis Club Of Stockton
  Stockton, CA
• 01/2024 → Present
  Champion Health, Inc.
  Scottsdale, AZ
• 12/2022 → Present
  Inherit Guard Network
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Power PBC / 0422-Present / Investment Related: No / 2683 Via La Valle, Suite 321G, Del Mar, CA 92014 / Referral Agent / Solar Power / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / Referrals only The Loudest Wavemakers, Inc. / 1021-Present / Investment Related: No / 510 W Locust Street #2, Lodi, CA 95240 / Owner-President-CEO / Pass thru account / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0/ Nothing DYNAMIC EXPANSION INC, INVESTMENT RELATED, 2629 FOOTHILL BLVD, #212, LA CRESCENTA, CA 91214, REGISTERED REPRESENTATIVE/INVESTMENT ADVISOR REPRESENTATIVE WITH TRANSAMERICA FINANCIAL ADVISORS INC, CUSTOMER SERVICE, START 8/2013, 40 HRS/MO, CONTACT AND SERVICE MICHAEL COLEMAN'S CURRENT CLIENTS MAKOM OHR SHALOM/NO/MAKOM OHR SHALOM, PO BOX 5086, WEST HILLS, CA, 91308/WORSHIP/TREASURER/10.03.2014/15/1/NO DAILY ACTIVITIES, MONTHLY INCLUDES BUDGET AND BOOKS. SILVER LAKE CHAMBER OF COMMERCE / INVESTMENT RELATED: NO / 4470 SUNSET BLVD #309, LOS ANGELES, CA 90027 / TREASURER, MAINTAIN BOOKS AND ACCOUNTS FOR CHAMBER / HOURS PER MONTH: 5 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS LSPN PRO, LLC POSITION: Independent Representative NATURE: Bundled Professional Services including Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2022 ADDRESS: 100 N State Street, Ste B, Lindon UT 84042, United States DESCRIPTION: Client communications, marketing and referring potential clients BNI - BUSINESS NETWORKING INTERNATIONAL POSITION: Life Insurance Seat NATURE: Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 17853 Santiago Blvd., Suite 107-507, Villa Park CA 92861, United States DESCRIPTION: Talk about, educate and sell Fixed Life insurance products. KIWANIS CLUB OF STOCKTON POSITION: President NATURE: Service to the community INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: 2027 Grand Canal Blvd, Suite 26, Stockton CA 95207, United States DESCRIPTION: Running of meeting's other president duties such as representing the club at events. CHAMPION HEALTH, INC. POSITION: Agent NATURE: Health Insurance Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (Seewww.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having accessto a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the of urgentcare visits and hospital admissions. INHERIT GUARD NETWORK \ POSITION: Independent Representative NATURE: Bundled Professional Services including Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2022 ADDRESS: 30 N Gould St, Ste R, Sheridan WY 82801, United States \ DESCRIPTION: Client communications, marketing and referring potential clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-01
• S63 Uniform Securities Agent State Law Examination
  2012-01-20