Ali Moghadam

Employer firm

Taxio CRD 330869

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Taxio

Yardley, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-02-24

PA RA
APPROVED

Since 2025-02-24

Branch Locations

Yardley, 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

Organization	City	State	From	To
Reliance Matrix	Philadelphia	PA	10/2015	Present
Posimistiq Studios Llc	Yardley	PA	05/2022	Present
Taxio Llc	Yardley	PA	03/2024	Present

10/2015 → Present

Reliance Matrix

Philadelphia, PA
05/2022 → Present

Posimistiq Studios Llc

Yardley, PA
03/2024 → Present

Taxio Llc

Yardley, PA

Other Businesses

Reliance Matrix - A Life Insurance Carrier - Employee - Vice President Financial Planning & Analysis - 37.5 hours per week Posimistiq Studios - A mental health content studio - less than 5 hours per month Residential Rental Real Estate - Owner - Less than 1 hour per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-22

S65 Uniform Investment Adviser Law Examination

2023-08-22

View on SEC IAPD