# Laura Steffey Moss

Laura Steffey Moss is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with VALMARK ADVISERS INC, W3 WEALTH ADVISORS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [W3 WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/129549) | 2022-01-21 | present | Yes |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2022-01-13 | present | Yes |
| [SIKICH FINANCIAL](https://search.stillhousedata.com/firm/142640) | 2019-11-18 | 2021-10-01 | — |
| [ONEASCENT FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/284549) | 2017-09-20 | 2019-11-20 | — |
| [BEACON WEALTH CONSULTANTS, INC.](https://search.stillhousedata.com/firm/154939) | 2017-08-04 | 2017-08-29 | — |
| [ROBERT W. BAIRD & CO. INCORPORATED](https://search.stillhousedata.com/firm/8158) | 2009-02-09 | 2016-12-14 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-12-12 | 2009-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5120817)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5120817.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.