William Alexander Moir is an investment adviser representative (IAR) with state registration records since 2021, appearing at 6 firms. Currently registered with MODERA WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | 2026-03-31 | present | Yes |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC | 2025-10-21 | 2026-01-30 | — |
| CASSADAY & COMPANY, INC. | 2024-07-02 | 2025-09-25 | — |
| OSAIC WEALTH, INC. | 2022-11-15 | 2024-08-30 | — |
| BOGART WEALTH, LLC | 2022-02-07 | 2022-10-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-01-08 | 2022-01-21 | — |