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Robert Michael Moyer

Wealthspire Advisors

Midlothian, VA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-12-12
  • VA RA
    APPROVED
    Since 2024-12-12

Branch Locations

1640 Huguenot Rd, Midlothian, VA 23113 • 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
OrganizationCityStateFromTo
Acg Advisory Services Midlothian VA 01/2007 Present
Wealthspire Advisors Llc Midlothian VA 12/2024 Present
  • 01/2007 → Present
    Acg Advisory Services
    Midlothian, VA
  • 12/2024 → Present
    Wealthspire Advisors Llc
    Midlothian, VA
Previous Registrations
  • 2007-07-20 → 2024-12-31
    Wealthspire Advisors
    Midlothian, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-20
S65 Uniform Investment Adviser Law Examination 2007-07-19
  • S63 Uniform Securities Agent State Law Examination
    2007-11-20
  • S65 Uniform Investment Adviser Law Examination
    2007-07-19
Designations

View on SEC IAPD

Other Firms

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KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters
JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Midlothian, VA
EDWARD JONES · MIDLOTHIAN, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
J. W. COLE ADVISORS, INC. · Midlothian, VA

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