Erin Moses Spiwak

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2004 → Present
  James Moore & Co.
  Gainesville, FL
• 10/2012 → 01/2026
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 05/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake City, FL
• 10/2023 → Present
  James Moore Wealth Management Services, Llc
  Gainesville, FL
• 08/2026 → Present
  Raymond James Financial Services, Inc.
  Lake City, FL

Previous Registrations

• 2012-12-06 → 2026-01-28
  Avantax Planning Partners, Inc.
  Gainesville, FL

Other Businesses

1) JAMES MOORE & CO., P.C.; NON-INVESTMENT RELATED; 5931 NW 1ST PLACE, GAINESVILLE, FL 32607; REGIONAL CPA FIRM; SHAREHOLDER AND ACCOUNTANT; CPA; 10/2004; 80 HRS/MONTH; 80 HRS/MONTH DURING TRADING HOURS; PROVIDE PUBLIC ACCOUNTING SERVICES, INCLUDING TAX, CONSULTING AND VALUATION SERVICES 2) RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.; INVESTMENT-RELATED; 4641 W US HWY 90, LAKE CITY, FL 32055; INVESTMENT ADVISOR; INVESTMENT ADVISER REPRESENTATIVE; 05/2026; 10 HRS/MO; 10 HRS./MO DURING TRADING HOURS; ADVISORY ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-08

Other Names

• Erin Elizabeth Moses