DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Wendy Marie Moyers
Certified Financial Planner
Feed of 09/14/2026
Also filed as Wendy Moyers
At current firm
4 y
since Dec 5, 2021
In the industry
30 y
since Nov 6, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Chevy Chase Trust Company mixed wealth currentsince Dec 5, 2021 · Bethesda, Md
- Councilor Wealth LLC independent RIASep 12, 2017 to Apr 13, 2021 · Bethesda, Md
- Linden Oak Wealth Partners LLC unclassifiedAug 5, 2016 to Oct 11, 2017 · Annapolis, Md
- Savant Wealth Management independent RIAMay 11, 2015 to Jul 22, 2016 · Mclean, Va
- Fbb Capital Partners independent RIAJul 2, 2012 to May 6, 2015 · Bethesda, Md
- The Family Firm, Inc. formerOct 8, 2008 to Jun 6, 2012 · Bethesda, Md
- Charles Schwab & Co., Inc. national BDJun 30, 2000 to Jul 13, 2007 · Gaithersburg, Md
Moves
a registration end followed by a registration begin elsewhere
- Councilor Wealth LLC to Chevy Chase Trust Companyleft Apr 13, 2021, registered Dec 5, 2021 (236 days) · RIA to RIA
- Linden Oak Wealth Partners LLC to Councilor Wealth LLCleft Oct 11, 2017, registered Sep 12, 2017 (-29 days) · Other
- Savant Wealth Management to Linden Oak Wealth Partners LLCleft Jul 22, 2016, registered Aug 5, 2016 (14 days) · Other
- Fbb Capital Partners to Savant Wealth Managementleft May 6, 2015, registered May 11, 2015 (5 days) · Other
- The Family Firm, Inc. to Fbb Capital Partnersleft Jun 6, 2012, registered Jul 2, 2012 (26 days) · Other
- Charles Schwab & Co., Inc. to The Family Firm, Inc.left Jul 13, 2007, registered Oct 8, 2008 (453 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address