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Lansdale, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-10 |
| PA | RA | APPROVED | 2021-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hj Wealth Management Llc | Plymouth Meeting | PA | 01/2005 | 02/2017 |
| First Capital Advisors Group | Blue Bell | PA | 02/2017 | 12/2021 |
| Moyer Wealth Management | Lansdale | PA | 12/2021 | Present |
1. INSURANCE, YES, LANSDALE, PA, INSURANCE SALES, INDEPENDENT INSURANCE AGENT, AGENT, 2003, 5 HRS PER MONTH, ALL DURING TRADING HOURS, INSURANCE SALES. 2, MOYER CPA GROUP LLC, NO, LANSDALE, PA, TAX PREPARATION, TAX PREPARER, 2018, 20 HRS PER MONTH, 5 HRS DURING TRADING HOURS, TAX PREPARATION. 3. YOUTH SOCCER LEAGUE; NOT INVESTMENT-RELATED; PA; BOARD MEMBER; APPROXIMATELY 10 HRS/MO OUTSIDE TRADING HOURS; AS BOARD MEMBER MAKES RECOMMENDATIONS BUT NO FINAL FINANCIAL DECISIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-29 |
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