DEREK JEFFERSON MOFFATT is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with STRATEGIC FINANCIAL CONCEPTS, LLC, MOFFATT FINANCIAL STRATEGIES.
| Firm | From | To | Current |
|---|---|---|---|
| MOFFATT FINANCIAL STRATEGIES | 2025-07-17 | present | Yes |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 2019-02-05 | present | Yes |
| WWK WEALTH ADVISORS | 2013-06-26 | 2019-03-21 | — |
| LPL FINANCIAL LLC | 2011-04-12 | 2015-10-28 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2010-06-18 | 2011-04-29 | — |
| LPL FINANCIAL LLC | 2009-06-12 | 2010-10-13 | — |
| EDWARD D. JONES & CO., L.P. | 2007-02-09 | 2009-06-15 | — |