Andrew Howard Moss

Current Employers

Employment History

• 06/1994 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 12/2009 → 09/2020
  Bank Of America,Na
  Bloomfields Hills, MI
• 09/2020 → 04/2025
  Transcend Capital Advisors, Llc
  Bloomfield Hills, MI
• 09/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Bloomfield Hills, MI
• 04/2025 → Present
  Elevation Point Wealth Partners, Llc
  Denver, CO

Previous Registrations

• 2020-09-08 → 2025-05-01
  Transcend Capital Advisors, Llc
  Madison, NJ
  Bloomfield Hills, MI
• 1999-01-12 → 2020-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Other Businesses

1) Elevation Point Wealth Partners, LLC dba Fortage Capital Advisors. Investment Related. At Registered Location. RIA. Founder & Managing Partner. Start Date: 04/18/2025. 80 hrs/ month; all during trading hours. Founder; Managing Partner and producing financial advisor. 2) Fixed Insurance; Not investment related; Registered Branch Office Location; Fixed / Traditional Insurance; Agent 09/2020; 1 hr mo, 1 hr during trading; Sales of fixed / traditional insurance. 3) Western Golf Association; Not Investment Related; 2501 Patriot Blvd. Glenview, IL 60026; Non-Profit Organization. Director. Start Date: Q2 2021. 2 hrs/ month; all during trading hours. Provide scholarships through Evans Scholars; simply a liaison between my country club and WGA/Evans Scholars, goal to increase funding for the golf scholarships.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-10
• S63 Uniform Securities Agent State Law Examination
  1994-08-17

Other Names

• Andrew H Moss