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Inactive

Paige Susanne Moon

Perspective Wealth Partners, LLC

Boise, ID

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Current Employers
Perspective Wealth Partners, Llc

121 N 9Th Street Suite 400, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-12
  • ID RA
    APPROVED
    Since 2025-09-12

Branch Locations

121 N 9Th Street Suite 400, Boise, ID 83702 • 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
Perspective Wealth Partners, Llc Boise ID 06/2025 Present
Sunroom Coffee Salt Lake City UT 02/2025 05/2025
Nordstroms Salt Lake City UT 08/2024 01/2025
University Of Utah Salt Lake City UT 08/2022 12/2024
Goldman Sachs Salt Lake City UT 06/2024 08/2024
Crewe Advisors Salt Lake City UT 01/2024 04/2024
Dutch Bros West Valley UT 10/2023 05/2024
Hilton Salt Lake City UT 01/2022 09/2023
Barbacoa Boise ID 07/2020 08/2022
Dick's Sporting Goods Boise ID 04/2020 07/2020
Meridian Pool Meridian ID 05/2018 08/2019
West Ada School District Meridian ID 06/2015 06/2021
University Of Utah - Asuu Salt Lake City UT 04/2024 06/2025
University Of Utah Salt Lake City UT 08/2021 05/2025
  • 06/2025 → Present
    Perspective Wealth Partners, Llc
    Boise, ID
  • 02/2025 → 05/2025
    Sunroom Coffee
    Salt Lake City, UT
  • 08/2024 → 01/2025
    Nordstroms
    Salt Lake City, UT
  • 08/2022 → 12/2024
    University Of Utah
    Salt Lake City, UT
  • 06/2024 → 08/2024
    Goldman Sachs
    Salt Lake City, UT
  • 01/2024 → 04/2024
    Crewe Advisors
    Salt Lake City, UT
  • 10/2023 → 05/2024
    Dutch Bros
    West Valley, UT
  • 01/2022 → 09/2023
    Hilton
    Salt Lake City, UT
  • 07/2020 → 08/2022
    Barbacoa
    Boise, ID
  • 04/2020 → 07/2020
    Dick's Sporting Goods
    Boise, ID
  • 05/2018 → 08/2019
    Meridian Pool
    Meridian, ID
  • 06/2015 → 06/2021
    West Ada School District
    Meridian, ID
  • 04/2024 → 06/2025
    University Of Utah - Asuu
    Salt Lake City, UT
  • 08/2021 → 05/2025
    University Of Utah
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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