Susan Shepard Moseley

Current Employers

Employment History

• 01/1990 → Present
  Moseley Investment Management, Inc.
  Bradenton, FL
• 06/2025 → Present
  Lpl Financial Llc
  Bradenton, FL

Previous Registrations

• 2001-04-27 → 2015-01-07
  Osaic Wealth, Inc.
  Sarasota, FL
  Holmes Beach, FL

Other Businesses

1) 6/8/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Moseley Investment Management - Inv. Related- At reported branch. 2) 6/8/2026- 1630 Ringling LLC - Real Estate Rental / co-owner - Inv. Related- Sarasota, FL -start date 3/01/2023- 5hrs/mth- 0hrs during trading 3) 6/8/2026- Moseley Fintech LLC - Real Estate Rental / co-owner - Inv. Related- Bradenton, FL- start date 3/01/2023- 5hrs/mth- 0hrs during trading 4) 6/8/2026- 65 Kopaddy LLC - Real Estate Rental / co-owner - Inv. Related- Harpswell, ME start date 3/01/2023- 2hrs/mth- 0hrs during trading 5) 6/8/2026- 1724Manatee, LLC - Business Entity For Tax/Investment Purposes Only- co-owner - Inv. Related- Bradenton, FL- start date 4/27/2026 - 5hrs/mth - 0hrs during trading 6) 07/01/2026 - Moseley Investment Management, Inc. (TEMP) - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/1990 - 160 hours per month/ during trading - I temporarily provide limited services through Moseley Investment Management, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 6/2026, and expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-07-20

Other Names

• Susan Charity Moseley
• Susan Charity Shepard