EA
Edward Allen Moody
CRD 4783505
Firms
| Firm | Role | As of |
|---|---|---|
| Cfm Wealth Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cfm Wealth Partners Llc
Co Founder, Managing Partner, Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗