Geoffrey Allen Schuller

Employer firm

Mosley Wealth Management, Inc. CRD 318592

$279M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2022 → Present
  Mosley Wealth Management, Inc
  Anaheim, CA
• 04/2023 → Present
  Mosley Wealth Management, Inc
  Anaheim, CA
• 09/2021 → 09/2022
  Matts El Rancho
  Austin, TX
• 05/2020 → 08/2021
  Unemployed
  Carlsbad, CA
• 07/2015 → 04/2020
  Winspire
  Laguna Hills, CA

Other Businesses

1.) MOSLEY INSURANCE AND FINANCIAL SERVICES INC.; 2401 EAST KATELLA STREET, SUITE 270, ANAHEIM, CA 92806; INSURANCE SALES; INSURANCE AGENT; START DATE 01/2023 - PRESENT; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-20