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Current Employers
Pegasus Financial Group Llc

4211 Pleasant Valley Road Suite 260, Chantilly, VA 20151 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2007-10-19
  • VA RA
    APPROVED
    Since 2007-10-19

Branch Locations

4211 Pleasant Valley Road Suite 260, Chantilly, VA 20151 • 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
United Planners' Financial Services Scottsdale AZ 07/2014 Present
Hfh Llc Chantilly VA 08/2007 Present
Aging Life Care Planning Chantilly VA 08/2019 Present
Pegasus Financial Group Chantilly VA 09/2007 Present
Stephen Michael Moss Chantilly VA 09/2014 Present
  • 07/2014 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 08/2007 → Present
    Hfh Llc
    Chantilly, VA
  • 08/2019 → Present
    Aging Life Care Planning
    Chantilly, VA
  • 09/2007 → Present
    Pegasus Financial Group
    Chantilly, VA
  • 09/2014 → Present
    Stephen Michael Moss
    Chantilly, VA
Previous Registrations
  • 2005-04-20 → 2007-10-18
    Capital Planning & Investments
    Fairfax, VA
  • 2007-09-13 → 2007-10-15
    Triad Advisors Llc
    Fairfax, VA
    Chantilly, VA
    Fairfax, VA
  • 2003-11-19 → 2005-03-10
    Fairfax, VA
  • 2003-05-02 → 2003-11-26
    Ifg Advisory Services Inc
    Fairfax, VA
  • 2003-01-02 → 2003-04-17
    Centreville, VA
Other Businesses

1.) HFH LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHANTILLY, VA - SINCE 08/2007 - INVESTMENT RELATED 2.) PEGASUS FINANCIAL GROUP - OWNER - REGISTERED INVESTMENT ADVISOR - CHANTILLY, VA - SINCE 09/2007 - INVESTMENT RELATED 3.) AGING CONSULTANTS GROUP - OWNER - CONSULTING SERVICES - CHANTILLY, VA - SINCE 08/2019 - NOT INVESTMENT RELATED 4.) PEGASUS FINANCIAL GROUP - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CHANTILLY, VA - SINCE 10/2016 - INVESTMENT RELATED 5.) STEPHEN MICHAEL MOSS - AGENT - NON-VARIABLE INSURANCE - CHANTILLY, VA - SINCE 09/2014 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-09
  • S66 Uniform Combined State Law Examination
    2002-12-09

View on SEC IAPD

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