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Daniel M Moas

Aspiriant, LLC

Los Angeles, CA

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Livingston Group Asset Management Company Los Angeles CA 06/2014 12/2016
Aspiriant, Llc Los Angeles CA 01/2017 12/2019
Aspiriant, Llc Los Angeles CA 01/2020 02/2022
Aspiriant, Llc Los Angeles CA 03/2022 03/2025
Aspiriant, Llc Los Angeles CA 03/2025 03/2026
Aspiriant, Llc Los Angeles CA 03/2026 Present
Previous Registrations
  • 2015-07-24 → 2016-12-20
    Southport Capital
    Los Angelese, CA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-24
  • S65 Uniform Investment Adviser Law Examination
    2015-07-24
Designations

View on SEC IAPD

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