# JONATHAN MOSS FRANCES

JONATHAN MOSS FRANCES is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with TRIAD WEALTH PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRIAD WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/326523) | 2025-04-03 | present | Yes |
| [CREATIVEONE WEALTH, LLC](https://search.stillhousedata.com/firm/281213) | 2023-01-17 | 2025-04-15 | — |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2016-12-19 | 2023-01-05 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2010-08-16 | 2016-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5826715)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5826715.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.