Edward Allen Moody

Employer firm

Cfm Wealth Partners LLC CRD 305135

$886M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2012 → 09/2019
  Stephens Inc
  Austin, TX
• 09/2019 → Present
  Cfm Wealth Partners Llc
  Austin, TX

Previous Registrations

• 2012-11-12 → 2019-10-01
  Stephens
  Austin, TX
• 2004-07-14 → 2012-12-10
  Rbc Capital Markets, Llc
  Austin, TX
  Austin, TX

Other Businesses

The Seton Fund - 1206 W. 38th Street, #4200, Austin, TX - Not investment related - Trustee/Treasurer/Investment Committee Chair - Non profit hospital foundation - January 2019 - 2 hours per month devoted to the other business - minimal hours devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-06