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Inactive

Lindy Rebecca Moss

Concentric

Boston, MA

Walnut Creek, CA

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Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
CA RA APPROVED 2026-02-09
  • MA RA
    APPROVED
    Since 2026-02-11
  • CA RA
    APPROVED
    Since 2026-02-09

Branch Locations

115 Federal Street Suite 2301, Boston, MA 02110 • United States

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • 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
Concentric Walnut Creek CA 06/2025 Present
Advisorassist Marshfield MA 05/2023 06/2025
Babson College Wellesley MA 08/2019 05/2023
Staples Inc. Framingham MA 06/2022 08/2022
Spring Street Boutique Charlottesville VA 06/2020 05/2023
Ame & Lulu Dedham MA 01/2022 05/2022
Episcopal High School Alexandria VA 08/2014 06/2019
  • 06/2025 → Present
    Concentric
    Walnut Creek, CA
  • 05/2023 → 06/2025
    Advisorassist
    Marshfield, MA
  • 08/2019 → 05/2023
    Babson College
    Wellesley, MA
  • 06/2022 → 08/2022
    Staples Inc.
    Framingham, MA
  • 06/2020 → 05/2023
    Spring Street Boutique
    Charlottesville, VA
  • 01/2022 → 05/2022
    Ame & Lulu
    Dedham, MA
  • 08/2014 → 06/2019
    Episcopal High School
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

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