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Detailed Report
Erin Moses Spiwak
ERIN ELIZABETH MOSES
CRD#: 6132610
IA
Investment Adviser
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLCCRD#: 329033 5931 NW 1ST PLACE
GAINESVILLE, FL 32607
Registration History
20122014201620182020202220242026IAJAMES MOORE WEALTH MANAGEMENT ... (CRD# 329033)2024 - Present (<1 year)IAAVANTAX PLANNING PARTNERS, INC. (CRD# 106237)2012 - Present (12 years)
License(s)

State Registrations

IA
Florida 12/6/2012
Current Registration(s)
IA
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC (CRD#:329033)
5931 NW 1ST PLACE, GAINESVILLE, FL 32607
Registered with this firm since 5/24/2024
IA
AVANTAX PLANNING PARTNERS, INC. (CRD#:106237)
5931 NW 1ST PLACE, GAINESVILLE, FL 32608
Registered with this firm since 12/6/2012
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.