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Current Employers
Moyer Wealth Management

Lansdale, PA • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-10
PA RA APPROVED 2021-12-17
  • NC RA
    APPROVED
    Since 2026-03-10
  • PA RA
    APPROVED
    Since 2021-12-17

Branch Locations

Lansdale, PA • 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
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
  • 01/2005 → 02/2017
    Hj Wealth Management Llc
    Plymouth Meeting, PA
  • 02/2017 → 12/2021
    First Capital Advisors Group
    Blue Bell, PA
  • 12/2021 → Present
    Lansdale, PA
Previous Registrations
  • 2017-02-14 → 2021-12-23
    First Capital Advisors Group, Llc
    Blue Bell, PA
  • 2009-07-21 → 2017-02-04
    Hj Wealth Management Llc
    Plymouth Meeting, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-29
  • S63 Uniform Securities Agent State Law Examination
    2005-01-29
Designations

View on SEC IAPD

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