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RIA / WealthAdvisorCertified Financial Planner24 years in industry

ROGER CONANT MOULTON

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

BIRMINGHAM, AL | Burlington, MA

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Search this name across graphsid dfx:ria:3df9563f-5715-f6cf-0e80-cd0f970458f2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERSOURCE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 15, 2002
First registration: Mar 28, 2002
Dual registered: no
Other names: ROGER CONANT MOULTON|ROGER CONANT MOULTON|ROGER CONANT MOULTON
IAPD individual key: 1053083

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Feb 24, 2026	n/a	yes	Burlington, MA\|BIRMINGHAM, AL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 13, 2012	Jul 10, 2025	no	BOSTON, MA\|WENHAM, MA	Previous registration
LEXINGTON WEALTH MANAGEMENT, INC.	Former SEC adviser	Mar 21, 2012	Nov 15, 2012	no	LEXINGTON, MA	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Dec 17, 2004	Oct 15, 2010	no	WALTHAM, MA	Previous registration
TANAGER FINANCIAL SERVICES INC	n/a	Mar 28, 2002	Dec 16, 2004	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	EVERSOURCE WEALTH ADVISORS, LLC	Jul 10, 2025	Feb 24, 2026	229	Firm change	Ibd to RIA
LEXINGTON WEALTH MANAGEMENT, INC.	LPL FINANCIAL LLC	Nov 15, 2012	Aug 13, 2012	-94	Firm change after gap	Other
CALIBRE ADVISORY SERVICES INC.	LEXINGTON WEALTH MANAGEMENT, INC.	Oct 15, 2010	Mar 21, 2012	523	Firm change after gap	Other
TANAGER FINANCIAL SERVICES INC	CALIBRE ADVISORY SERVICES INC.	Dec 16, 2004	Dec 17, 2004	1	Firm change	Other

Relationships

Registered with (5)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 24, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 13, 2012 to Jul 10, 2025factForm ADV
→ LEXINGTON WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 21, 2012 to Nov 15, 2012factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Dec 17, 2004 to Oct 15, 2010factForm ADV
→ TANAGER FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Mar 28, 2002 to Dec 16, 2004factForm ADV

Dated events

Occurred
Jul 10, 2025
Advisor changed firm
Roger Conant Moulton left Lpl Financial Llc for Eversource Wealth Advisors, Llc (registered 2026-02-24)
Form ADVobserved 6 days ago