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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
NC RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-06-05
  • NC RA
    APPROVED
    Since 2026-04-15

Branch Locations

755 Highland Oaks Drive Ste 101, Winston Salem, NC 27103 • 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
Avantax Investment Services, Inc. Winston-Salem NC 07/2024 09/2025
Avantax Advisory Services Winston-Salem NC 07/2024 09/2025
Maestro Wealth Advisors Llc Winston-Salem NC 06/2024 04/2026
Insight Global Raleigh NC 10/2016 03/2019
Unemployed Winston-Salem NC 07/2016 09/2016
Insight Global Salt Lake City UT 04/2019 05/2024
Avantax Insurance Agency And/Or Avantax Insurance Services Winston Salem NC 10/2024 09/2025
Cetera Wealth Services, Llc Winston Salem NC 09/2025 04/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 04/2026
Raymond James & Associates, Inc. Winston Salem NC 04/2026 Present
  • 07/2024 → 09/2025
    Avantax Investment Services, Inc.
    Winston-Salem, NC
  • 07/2024 → 09/2025
    Avantax Advisory Services
    Winston-Salem, NC
  • 06/2024 → 04/2026
    Maestro Wealth Advisors Llc
    Winston-Salem, NC
  • 10/2016 → 03/2019
    Insight Global
    Raleigh, NC
  • 07/2016 → 09/2016
    Unemployed
    Winston-Salem, NC
  • 04/2019 → 05/2024
    Insight Global
    Salt Lake City, UT
  • 10/2024 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Winston Salem, NC
  • 09/2025 → 04/2026
    Cetera Wealth Services, Llc
    Winston Salem, NC
  • 09/2025 → 04/2026
    Schaumburg, IL
  • 04/2026 → Present
    Winston Salem, NC
Previous Registrations
  • 2025-09-05 → 2026-04-22
    Winston-Salem, NC
    Greensboro, NC
  • 2024-09-14 → 2025-09-05
    Avantax Advisory Services
    Winston-Salem, NC
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2024-09-13
Other Names
  • Cameron Moser

View on SEC IAPD

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