# DEREK JEFFERSON MOFFATT

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MOFFATT FINANCIAL STRATEGIES](https://search.stillhousedata.com/firm/335975) | 2025-07-17 | present | Yes |
| [STRATEGIC FINANCIAL CONCEPTS, LLC](https://search.stillhousedata.com/firm/141849) | 2019-02-05 | present | Yes |
| [WWK WEALTH ADVISORS](https://search.stillhousedata.com/firm/146832) | 2013-06-26 | 2019-03-21 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-04-12 | 2015-10-28 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2010-06-18 | 2011-04-29 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-06-12 | 2010-10-13 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2007-02-09 | 2009-06-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4911240)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4911240.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.