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James Grant Mosher

Old Peak Finance

Chapel Hill, NC

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Current Employers
Old Peak Finance

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-20
  • NC RA
    APPROVED
    Since 2024-03-20

Branch Locations

100 Europa Drive Suite 410, Chapel Hill, NC 27517 • 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
Merit Wealth Management, Llc Bend OR 01/2019 02/2023
Grant Mosher Consulting, Llc Austin TX 02/2018 12/2021
Merit Wealth Management Bend OR 09/2018 02/2023
Summit Financial Strategies, Inc Columbus OH 01/2016 01/2018
Launchpad Planning, Llc Columbus OH 02/2018 12/2018
Bluesky Wealth Advisors, Llc New Bern NC 02/2023 02/2024
Old Peak Finance, Llc Chapel Hill NC 03/2024 Present
  • 01/2019 → 02/2023
    Merit Wealth Management, Llc
    Bend, OR
  • 02/2018 → 12/2021
    Grant Mosher Consulting, Llc
    Austin, TX
  • 09/2018 → 02/2023
    Merit Wealth Management
    Bend, OR
  • 01/2016 → 01/2018
    Summit Financial Strategies, Inc
    Columbus, OH
  • 02/2018 → 12/2018
    Launchpad Planning, Llc
    Columbus, OH
  • 02/2023 → 02/2024
    Bluesky Wealth Advisors, Llc
    New Bern, NC
  • 03/2024 → Present
    Old Peak Finance, Llc
    Chapel Hill, NC
Previous Registrations
  • 2023-03-09 → 2024-02-28
    Bluesky Wealth Advisors, Llc
    Durham, NC
    New Bern, NC
    Durham, NC
  • 2019-01-30 → 2023-03-16
    Merit Wealth Management, Llc
    Franklin, TN
Designations
Other Names
  • Grant Mosher

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
HIGHTOWER ADVISORS, LLC

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CRAIG ALAN SULLIVAN
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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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