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.

Current firm

WEST WEALTH GROUP, 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

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom 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

First exam

Sep 1, 2017

First registration

Sep 1, 2017

Dual registered

no

Other names

Eric Dana Mosser|Eric Mosser

IAPD individual key

6772605

• Occurred

  Jul 16, 2026
  Advisor changed firm

  Eric Dana Mosser left Lpl Financial Llc for West Wealth Group, Llc (registered 2026-07-22)

  Form ADVobserved 4 days ago
• Occurred

  Apr 10, 2025
  Advisor changed firm

  Eric Dana Mosser left Charles Schwab & Co., Inc. for Lpl Financial Llc (registered 2025-04-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5316615b-05fb-ee24-5536-e283fe727ab4

First observed

Sep 1, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.