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
Jonathan Andrew Moyer
Certified Financial Planner
Feed of 09/15/2026
At current firm
9 y
since Jan 17, 2017
In the industry
24 y
since Sep 12, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Jan 17, 2017 · Doylestown, Pa
- Aviso Wealth Management independent RIAJun 25, 2015 to Nov 18, 2015 · Southampton, Pa
- First Allied Advisory Services, Inc. formerJun 5, 2015 to Nov 23, 2015 · Southampton, Pa
- LPL Financial LLC BD affiliatedOct 20, 2014 to May 15, 2015 · Frazier, Pa
- Pnc Wealth Management BD affiliatedFeb 8, 2013 to Oct 9, 2014 · Lansdale, Pa
- Valic Financial Advisors, Inc. BD affiliatedSep 1, 2011 to Jan 31, 2013 · Seven Fields, Pa
- Geneos Wealth Management, Inc. BD affiliatedSep 23, 2010 to Jul 5, 2011 · Souderton, Pa
- Canon Capital Investment Advisory formerSep 12, 2002 to Jul 19, 2006 · Telford, Pa
Moves
a registration end followed by a registration begin elsewhere
- First Allied Advisory Services, Inc. to Aviso Wealth Managementleft Nov 23, 2015, registered Jun 25, 2015 (-151 days) · Other
- Aviso Wealth Management to Cwm, LLCleft Nov 18, 2015, registered Jan 17, 2017 (426 days) · Other
- LPL Financial LLC to First Allied Advisory Services, Inc.left May 15, 2015, registered Jun 5, 2015 (21 days) · Other
- Pnc Wealth Management to LPL Financial LLCleft Oct 9, 2014, registered Oct 20, 2014 (11 days) · Other
- Valic Financial Advisors, Inc. to Pnc Wealth Managementleft Jan 31, 2013, registered Feb 8, 2013 (8 days) · Other
- Geneos Wealth Management, Inc. to Valic Financial Advisors, Inc.left Jul 5, 2011, registered Sep 1, 2011 (58 days) · Other
- Canon Capital Investment Advisory to Geneos Wealth Management, Inc.left Jul 19, 2006, registered Sep 23, 2010 (1527 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address