Best Investors Account Sign in
Inactive

David Thomas Moerlein

Belay Finance

Montgomery, OH

Claim This Profile
Current Employers
Belay Finance

Montgomery, OH • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-31
MI RA APPROVED 2026-07-16
TX RA APPROVED 2025-12-23
OH RA APPROVED 2025-04-11
  • CA RA
    APPROVED
    Since 2026-07-31
  • MI RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED
    Since 2025-12-23
  • OH RA
    APPROVED
    Since 2025-04-11

Branch Locations

Montgomery, OH • 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
Google, Inc. Chicago IL 08/2007 09/2022
Moerlein Publishing, Llc Montgomery OH 10/2022 Present
Belay Finance, Llc Montgomery OH 01/2025 Present
Belay Finance, Llc Montgomery OH 04/2025 Present
  • 08/2007 → 09/2022
    Google, Inc.
    Chicago, IL
  • 10/2022 → Present
    Moerlein Publishing, Llc
    Montgomery, OH
  • 01/2025 → Present
    Belay Finance, Llc
    Montgomery, OH
  • 04/2025 → Present
    Belay Finance, Llc
    Montgomery, OH
Other Businesses

Moerlein Publishing, LLC; not investment related; Montgomery, OH; Owner; 10/2022; 1 hr./month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09
Other Names
  • Dave Moerlein

View on SEC IAPD

More in Montgomery, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor