Erin Moseley

Current Employers

Employment History

• 07/2007 → 09/2016
  Valley Bank
  Roanoke, VA
• 09/2016 → 09/2020
  Freedom First Credit Union
  Roanoke, VA
• 08/2021 → Present
  Compass Capital Investments Llc
  Fincastle, VA
• 10/2020 → Present
  Compass Capital Investments Llc
  Fincastle, VA
• 11/2020 → Present
  Barkett Allen Capital
  Fincastle, VA

Other Businesses

C4T, LLC; Chief Compliance Officer; Investment related: Yes; 100 E Main Street Salem Virginia 24153 USA; private fund; Duties: manage new client paperwork, compliance, filings, etc; 2022-11-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Name of outside business: Barkett Allen Capital; Is the business investment related: No;Location of the business: 10 W. Main Street Fincastle VA 24090 United States; Description of the business: Barkett Allen Capital is financial planning/wealth management firm in Fincastle Virginia. Compass Capital Investments works in the same office as Barkett Allen Capital as the Investment side of the financial planning firm, while Barkett Allen Capital handles the insurances and non-investment related financial planning. ; Position Title: Director of Operations; Responsibilities Duties: I work with clients of Compass Capital (CCI) as a liaison between Barkett Allen Capital and CCI to put together an all encompassing financial plan including the financial planning/insurance side and the investment side.;Start date with business: 2020-11-01; Hours per month devoted to business during trading hours: 35; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No; Director of Operations; Barkett Allen Capital; investment related: No; Location of the business: 10 W Main Street Fincastle VA 24090 USA; Description of the business: Financial planning; Start date with business: 2020-10-01; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Cleared To Land, LLC (C2L, LLC); Location of the business: 100 E Main St Salem Virginia 24153 United States; Description of the business: Loan origination office ; Position Title: Owner ; Start date with business: 2026-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-09