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Joshua Levi Moffis

The Asset Consulting Group, Inc

Boise, ID

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Current Employers
The Asset Consulting Group, Inc

410 S Orchard Suite 112, Boise, ID 83705 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-07-12
  • ID RA
    APPROVED
    Since 2022-07-12

Branch Locations

410 S Orchard Suite 112, Boise, ID 83705 • 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
Us Bank Boise ID 05/2005 04/2018
The Asset Consulting Group Boise ID 04/2018 Present
The Asset Consulting Group Boise ID 07/2022 Present
  • 05/2005 → 04/2018
    Us Bank
    Boise, ID
  • 04/2018 → Present
    The Asset Consulting Group
    Boise, ID
  • 07/2022 → Present
    The Asset Consulting Group
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID
UBS FINANCIAL SERVICES INC. · BOISE, ID

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