Dawn Marie Moses

Current Employers

Employment History

• 09/1999 → Present
  Private Piano Instruction
  Kalkaska, MI
• 02/2017 → Present
  Sensible Financial Solutions, Llc
  Kalkaska, MI

Previous Registrations

• 2015-03-18 → 2016-09-06
  Pnc Wealth Management Llc
  Petoskey, MI
  Traverse City, MI
  Traverse City, MI
  Mancelona, MI
• 2013-08-19 → 2015-02-25
  J.P. Morgan Securities Llc
  Roscommon, MI
  Kalkaska, MI
• 2012-05-23 → 2013-08-15
  Thrivent Investment Management Inc.
  Detroit, MI
  Kalkaska, MI
• 2011-03-16 → 2012-05-17
  Pnc Wealth Management Llc
  Mancelona, MI

Other Businesses

1. Tax Preparation - started 2016; 15 hours a week during tax season which may occur during trading hours. 2. PRIVATE PIANO INSTRUCTION, KALKASKA, MI, OWNER / TEACHER - STARTED 9/1/99 APROX 6 HOURS PER week, not during trading hours. 3. Intuit - Start Date: 1/13/2023; not investment related, Part Time employee, 20 hrs/week, 8 hrs a week of those hours during trading, less after tax season. 4. Kalkaska Conservation District Board, chair, 2 hours/ month, not during trading hours. 5. Michigan Association of Conservation Districts (MACD), start date: 1/2023; Director, not investment related; 4 hours/month, maybe 1 hr/month during trading hours. 6. Kalkaska Acadamea Club, member, one hour/ month, not during trading hours 7. Kalkaska Township Park Committee, member, approximately one hours/month, not during trading hours. 8. Supervisory Committee for Forest Area Federal Credit Union, member, two hours/month, typically during trading hours. 9. Coldsprings Township Treasurer; not investment related; 6-8 hours a week, may be during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-14
• S63 Uniform Securities Agent State Law Examination
  2009-06-16

Other Names

• Dawn Marie Campbell
• Dawn Marie Moses
• Dawn Marie Dunham
• Dawn Marie Dunham
• Dawn Marie Campbell-Peck
• Dawn Marie Dunham