Kevin Dean Moss

Current Employers

Optivise Advisory Services Llc

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-01-04

TX RA
APPROVED

Since 2021-01-04

Branch Locations

Arlington, TX • 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
Moss Agency	Arlington	TX	05/2005	Present
Uber	Arlington	TX	07/2015	08/2018
Mossom	Arlington	TX	04/2001	Present
Panthrex Asset Management, Pka Ministry Benefit Investments	Coppell	TX	05/2016	Present
Optivise Advisory Services, Llc	Coppell	TX	05/2019	Present

05/2005 → Present

Moss Agency

Arlington, TX
07/2015 → 08/2018

Uber

Arlington, TX
04/2001 → Present

Mossom

Arlington, TX
05/2016 → Present

Panthrex Asset Management, Pka Ministry Benefit Investments

Coppell, TX
05/2019 → Present

Optivise Advisory Services, Llc

Coppell, TX

Previous Registrations

2019-05-17 → 2020-12-31

Optivise Advisory Services Llc

Arlington, TX
2016-05-23 → 2019-12-31

Panthrex Asset Management Llc

Arlington, TX

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. THE SALE OF FIXED INSURANCE PRODUCTS WILL TAKE 50% OF MY TIME.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-14
S63	Uniform Securities Agent State Law Examination	2007-03-12

S65 Uniform Investment Adviser Law Examination

2016-05-14
S63 Uniform Securities Agent State Law Examination

2007-03-12

View on SEC IAPD