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ES

Erin M. Spiwak

JAMES MOORE WEALTH MANAGEMENT SERVICES
GAINESVILLE, FL 32607
Some features on this profile are disabled
CRD#: 6132610
ES

Professional summary

Erin Moses Spiwak, who also goes by Erin Elizabeth Moses, is a registered financial advisor currently at JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC located in Gainesville, Florida.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Erin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin Elizabeth Moses

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Moses Spiwak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 24, 2024 - Present

JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC

Office #1: 5931 Nw 1st Place, Gainesville, FL 32607
RIA
CRD#: 329033
GAINESVILLE, FL
Past

December 6, 2012 - January 28, 2026

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
GAINESVILLE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/24/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/8/2012
Uniform Investment Adviser Law Examination

Current Firm

JM
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC

CRD#: 329033 / SEC#:

Florida
Registered Investment Advisory firm - (5/24/2024 Approved)
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Contact information

Main Address
5931 Nw 1st Place, Gainesville, FL 32607
Mailing Address
Phone number
(352) 378-1331
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC

CRD#: 329033Gainesville, FL 32607

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