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Lucas John Moshier

Level Financial Advisors, Inc.

East Amherst, NY

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Current Employers
Level Financial Advisors, Inc.

9310 Transit Road Suite 300, East Amherst, NY 14051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
NY RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2026-01-07
  • NY RA
    APPROVED
    Since 2025-01-06

Branch Locations

9310 Transit Road Suite 300, East Amherst, NY 14051 • 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
Level Financial Advisors, Inc East Amherst NY 01/2025 Present
Level Financial Advisors East Amherst NY 04/2023 01/2025
Level Financial Advisors East Amherst NY 01/2023 04/2023
Bright Futures Wealth Mgmt Pittsford NY 06/2021 09/2022
Alsheimer & Evarts Tax Accounting Avoca NY 01/2022 04/2022
The State University Of New York Alfred NY 08/2021 12/2021
Carpies Bar & Grill Cuba NY 05/2020 09/2020
The Inn At 28 Cuba NY 04/2019 09/2019
Giant Food Mart Cuba NY 04/2018 08/2019
Alfred College Alfred NY 08/2019 05/2023
Cuba-Rushford High School Cuba NY 01/2015 06/2019
  • 01/2025 → Present
    Level Financial Advisors, Inc
    East Amherst, NY
  • 04/2023 → 01/2025
    Level Financial Advisors
    East Amherst, NY
  • 01/2023 → 04/2023
    Level Financial Advisors
    East Amherst, NY
  • 06/2021 → 09/2022
    Bright Futures Wealth Mgmt
    Pittsford, NY
  • 01/2022 → 04/2022
    Alsheimer & Evarts Tax Accounting
    Avoca, NY
  • 08/2021 → 12/2021
    The State University Of New York
    Alfred, NY
  • 05/2020 → 09/2020
    Carpies Bar & Grill
    Cuba, NY
  • 04/2019 → 09/2019
    The Inn At 28
    Cuba, NY
  • 04/2018 → 08/2019
    Giant Food Mart
    Cuba, NY
  • 08/2019 → 05/2023
    Alfred College
    Alfred, NY
  • 01/2015 → 06/2019
    Cuba-Rushford High School
    Cuba, NY
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
HSBC SECURITIES (USA) INC.
FLORIAN FINANCIAL GROUP LLC

Other Investors

Alyssa Nicole Bogardus
ROSANNE MARIE BRAXTON
ELISE FAY MURPHY
STEVEN MARK ELWELL
KATIE LYNN CATANZARO
ANTHONY WILLIAM LEO
Jason D Danheiser
SEAN PATRICK HAYDEN

Other Offices

LPL FINANCIAL LLC · EAST AMHERST, NY
LPL FINANCIAL LLC · EAST AMHERST, NY
KEY INVESTMENT SERVICES LLC · Amherst, NY
CETERA INVESTMENT ADVISERS LLC · EAST AMHERST, NY
KESTRA ADVISORY SERVICES, LLC · Williamsville, NY
J.P. MORGAN SECURITIES LLC · Amherst, NY
CHARLES SCHWAB & CO., INC. · Amherst, NY
HSBC SECURITIES (USA) INC. · Amherst, NY

More in East Amherst, NY

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