Moab Schiers

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-01

Branch Locations

104 N. Custer Road, Mckinney, TX 75071 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	07/2021	10/2022
America First Federal Credit Union	Roy	UT	01/2020	07/2021
Elwood Staffing	Roy	UT	10/2019	01/2020
Ogden Indoor Soccer	Ogden	UT	01/2019	10/2019
Cintas	Layton	UT	04/2018	01/2019
Carlos & Harley's	Eden	UT	06/2017	04/2018
Norwich University	Northfield	VT	08/2013	05/2017
Postmates	Roy	UT	01/2021	03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	10/2022	02/2024
Bank Of America N.A.	Dallas	TX	10/2022	02/2024
Fisher Investments	Plano	TX	03/2024	04/2026
J.P. Morgan Securities Llc	Mckinney	TX	04/2026	Present
Jpmorgan Chase Bank, N.A.	Mckinney	TX	04/2026	Present
Utah Saints	Roy	UT	01/2019	03/2021

07/2021 → 10/2022

Fidelity Investments

Westlake, TX
01/2020 → 07/2021

America First Federal Credit Union

Roy, UT
10/2019 → 01/2020

Elwood Staffing

Roy, UT
01/2019 → 10/2019

Ogden Indoor Soccer

Ogden, UT
04/2018 → 01/2019

Cintas

Layton, UT
06/2017 → 04/2018

Carlos & Harley's

Eden, UT
08/2013 → 05/2017

Norwich University

Northfield, VT
01/2021 → 03/2021

Postmates

Roy, UT
10/2022 → 02/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
10/2022 → 02/2024

Bank Of America N.A.

Dallas, TX
03/2024 → 04/2026

Fisher Investments

Plano, TX
04/2026 → Present

J.P. Morgan Securities Llc

Mckinney, TX
04/2026 → Present

Jpmorgan Chase Bank, N.A.

Mckinney, TX
01/2019 → 03/2021

Utah Saints

Roy, UT

2024-03-25 → 2026-04-23

Fisher Investments

Plano, TX
2022-12-07 → 2024-02-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
2021-12-09 → 2022-10-20

Fidelity Personal And Workplace Advisors

Westlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23