Paul Lawrence Moffat

Employer firm

Arista Wealth Management, LLC CRD 141504

$1.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING (INVESTMENT/NON-INVESTMENT)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → Present
  Arista Wealth Management, Llc
  Las Vegas, NV

Previous Registrations

• 2004-11-18 → 2008-01-15
  Prasada Capital, Llc
  Las Vegas, NV
• 1999-05-20 → 2004-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV

Other Businesses

Paul Moffat is a licensed insurance agent for various carriers. business investment-related? ; yes; address of the other business; various nature of the other business; IAR's sell insurance to RIA clients. your position; Licensed insurance representative title, or relationship with the other business; Insurance representative. start date of your relationship; Licensed in Nevada and New Mexico. Approximate number of hours/month you devote to the other business; 20 hours monthly number of hours you devote to the other business during securities trading hours;20 hours monthly briefly describe your duties relating to the other business; offer and sell insurance products to RIA clients and others. Paul Moffat is an owner of Siggard, LLC, a pest control company. He receives compensation from this business venture but does not spend any time on the management of the business. This business is not investment related. Paul Moffat is owner of TJA, LLC and TJA II, LLC, which are personal real estate ventures that own affiliate offices. He is compensated by ownership interest but does not spend time on the management of these entities. Start date: 10/9/23. Location: Nevada. Paul Moffat is Board of Directors Trustee at Southern Virginia University . Location: One University Hill Drive Buena Vista Virginia 24416. Investment related: No. Start Date: 2024-09-01. Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0. Paul Moffat is Managing Member Arista Longbow LLC. Location: 8876 Spanish Ridge Ave #202 Las Vegas NV 89148. Investment related: No. Start Date: 2025-11-01. Description: Arista Real Estate Manager- Blue Lake Partners. Hours per month devoted to business during trading hours: 5. Hours per month devoted to business outside trading hours: 7. Percentage of total yearly compensation expected to be derived from the business: 1. Paul Moffat is Managing Partner of Blue Lake Partners LLC; Is the business investment related: No; Location of the business: 8876 Spanish Ridge Ave Ste 202 Las Vegas NV 89148-1502 United States; Start date with business: 2025-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes;

Exams

• S66 Uniform Combined State Law Examination
  1999-04-05

Other Names

• Paul L Moffat