Quinn Julian Moser

Current Employers

Employment History

• 01/2016 → 11/2016
  Lowes Home Improvement
  Lubbock, TX
• 11/2016 → 07/2017
  Aim Bank
  Lubbock, TX
• 07/2017 → 12/2019
  Hilltop Securities Independent Network Inc.
  Lubbock, TX
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Roanoke, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Roanoke, TX

Previous Registrations

• 2021-01-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Roanoke, TX

Other Businesses

1) PRESERVATION FINANCIAL WEALTH MANAGEMENT LLC POSITION: Partner and Family Wealth Advisor NATURE: LLC Partnership with M. Tim Philpot. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/29/2022 ADDRESS: 300 Main St, Roanoke TX 76262, United States DESCRIPTION: Registered Representative/ Wealth Advisor. 2) PRESERVATION FINANCIAL POSITION: Owner 40% NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2022 ADDRESS: 300 Main St, Roanoke TX 76262, United States DESCRIPTION: Receipt of de minimums trail commissions from previous insurance activities 3) PRESERVATION FINANCIAL 1 POSITION: Owner- 40% NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/29/2022 ADDRESS: 300 Main St, Roanoke TX 76262, United States DESCRIPTION: Fixed Annuity business, Life Insurance, and Medicare activities run through this. 4) PRESERVATION BENEFIT SOLUTIONS POSITION: Owner- 40% NATURE: Insurance LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2022 ADDRESS: 300 Main st, Roanoke TX 76262, United States DESCRIPTION: An Old LLC that we receive de minimums commission payouts from old insurance business 5) TEATAT, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2124 Laughlin Rd, Fort Worth TX 76177, United States DESCRIPTION: Sole member of the LLC. This LLC only receives distributions from Preservation Financial Wealth Management. No other activities are associated with it. No marketing is done. 6) COUNTRYSIDE BIBLE CHURCH POSITION: Finance Committee- Volunteer NATURE: Church/Nonprofit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 250 Countryside Ct., Southlake TX 76092, United States DESCRIPTION: Sitting as a volunteer on the church finance committee. I have no access to finance information or control. No banking authority or a signer. Simply sitting on the committee. We view financial budgets and giving reports of the church. We report directly to the elder board, who has all of the control and actionable authority. Finance committee simply reviews all budgeting and spending is in good order according to the stipulations the elder board sets in place.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-26
• S63 Uniform Securities Agent State Law Examination
  2018-11-19

Designations