Wesley Hanes Moss

Current Employers

Employment History

• 10/2010 → Present
  Capital Investment Advisors, Llc
  Atlanta, GA
• 02/2009 → 02/2017
  Wela Strategies.LLc
  Atlanta, GA
• 01/2006 → Present
  Atlanta Media Company,Llc
  Atlanta, GA
• 02/2017 → 12/2025
  Wela Strategies, Inc.
  Atlanta, GA
• 02/2009 → Present
  Wsb Radio, Host Money Matters Show
  Atlanta, GA
• 02/2009 → 06/2023
  Capital Accounting & Tax, Llc
  Atlanta, GA
• 11/2016 → 01/2018
  Reiner Moss Private Access, Llc
  Atlanta, GA
• 12/2017 → 01/2019
  Knock.cOm
  Atlanta, GA

Previous Registrations

• 2009-04-14 → 2025-12-23
  Wela Strategies, Inc.
  Atlanta, GA
• 2009-02-26 → 2011-08-01
  Capital Investment Advisors Llc
  Atlanta, GA
• 2003-08-22 → 2009-02-24
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-07-01 → 2003-08-27
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 1999-01-29 → 2003-07-01
  Prudential Equity Group, Llc
  Atlanta, GA

Other Businesses

(i) Atlanta Media Company, LLC; Book, Speaking, Radio and TV related activities; 5/15/06 to present; 3HRS/week; (ii) Personal Website. Not investment related; WWW.WESMOSS.COM, Information regarding Book/Public Speaking/Retire Sooner Podcast; Owner 11/01/05 -present;1HR/month; (iii) “Money Matters” with Wes Moss RADIO SHOW and podcast; 2HRS/week; 2/25/09 – present; (iv) United Atlantic Ventures, LLC, 1209 North Orange Street, Wilmington, DE 19801; Not Investment-related; Started: 2/25/2021; Nature of Business: Media consulting company; Position: Passive interest in media company; Approximate number of hours/month:1; Number of hours during securities trading hours: 0; Wes Moss is a minority shareholder acting in a passive capacity; (v.) Author; Not investment related; "You Can Retire Sooner Than You Think" released June 2014 and "What The Happiest Retirees Know" released October 2021, and ”The Retire Sooner Method” released September 2026; approximately 1 HR/month; (vi) Through his Trust, Wes Moss is a principal owner in Capital Affiliate Holdings, LLC (“CAH”), the owner of Capital Investment Advisors, LLC (“CIA”), a registered investment adviser. He spends the majority of his time on CIA matters. He is a member of the Board of Managers for CAH, and when circumstances require it, he provides managerial guidance and other operational support to its portfolio of businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-18
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Designations

Other Names

• Wesley H Moss
• Wes Moss