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

Moab Schiers

J.P. Morgan Securities LLCwirehouseMckinney, Txdual registrantIAPD 7420028

Feed of 09/14/2026

Also filed as Moab Jonah Schiers

At current firm

0 y

since May 1, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since May 1, 2026 · Mckinney, Tx
Fisher Investments independent RIA
Mar 25, 2024 to Apr 23, 2026 · Plano, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 7, 2022 to Feb 20, 2024 · Dallas, Tx
Fidelity Personal And Workplace Advisors former
Dec 9, 2021 to Oct 20, 2022 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

Fisher Investments to J.P. Morgan Securities LLC
left Apr 23, 2026, registered May 1, 2026 (8 days) · RIA to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fisher Investments
left Feb 20, 2024, registered Mar 25, 2024 (34 days) · Wirehouse to independent RIA
Fidelity Personal And Workplace Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 20, 2022, registered Dec 7, 2022 (48 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team

Signals

Moab Schiers left Fisher Investments for J.P. Morgan Securities Llc (registered 2026-05-01)
Apr 23, 2026 · Advisor changed firm · fact
Moab Schiers left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fisher Investments (registered 2024-03-25)
Feb 20, 2024 · Advisor changed firm · fact
Moab Schiers left Fidelity Personal And Workplace Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-12-07)
Oct 20, 2022 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address