Nathaniel Moore

Current Employers

Employment History

• 07/2008 → 03/2022
  Lpl Financial Llc
  Fresno, CA
• 03/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 05/2009 → Present
  Agape Planning Partners, Inc.
  Fresno, CA
• 06/2008 → Present
  Nlm Insurance Agency
  Fresno, CA
• 08/2023 → Present
  Agape Planning Partners-Landlord
  Fresno, CA
• 01/2023 → Present
  Nadez Llc
  Fresno, CA

Previous Registrations

• 2008-07-22 → 2022-04-10
  Lpl Financial Llc
  Fresno, CA
  San Diego, CA
  Fresno, CA
  Fresno, CA
• 2000-08-10 → 2008-07-23
  Pruco Securities, Llc.
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA

Other Businesses

1)Agape Planning Partners, Inc.- 6780 N. West Ave Suite 101A Fresno, CA 93711; Investment related; Securities, financial planning & insurance sales & svcs; President; Start date 5/2009; 160 hrs/mnth; 80 hrs/mnth during trading. 2) NLM Insurance Agency-6780 N. West Ave Suite 101A Fresno, CA 93711; Investment related; Insurance (fixed) sales & svcs; President; Start date 6/2008; 10 hrs/mnth 0 hrs/mnth during trading. 3) Fresno County Historical Society-7160 W. Kearney Blvd, Fresno, CA 93706; Noninvestment related; Mission is to preserve the history & culture of the Central Valley; Board member; Start date 12/2020; 2 hrs/mnth; 0 hrs/mnth during trading. 4) The Intentionality Coach-PO Box 27708, Fresno, CA 93729; Noninvestment related; Public Speaking/Coaching svcs; Speaker/Presenter; Start date 8/2016; 2 hrs/mnth; 0 hrs/mnth during trading. 5) Fresno Unified School District-2309 Tulare St, Fresno, CA 93721; Noninvestment related; School Site Mentoring; Youth Mentor; Start date 2/2015; 4 hrs/mnth & during trading. 6)UNIVERSITY ADVISORY COUNCIL-CALIFORNIA STATE UNIVERSITY FRESNO; 5241 N. Maple Ave, Fresno CA 93740; Start date 09/01/2022; Advisory Council Member; The advisory council meets 4 times per year to operate as a community based sounding board for the President of Fresno State. He brings various ideas to the table for open dialogue. We are not a governing board. We do not enact policy, budgets, or any of the operational decisions of the university.; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1; NIR (7) NADEZ LLC; PO Box 27708, Fresno CA 93729; START DATE: 09/01/2023; Partner; Invest in residential real estate for our personal portfolio; NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0; NIR (8) Agape Planning Partners-LANDLORD; 6780 N. West Ave, Suite 101A, Fresno CA 93711; START DATE: 08/01/2023; Landlord; Landlord for office space sub-leased to PlanMember advisor DBA businesses; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0; NIR (9)Blue Devils PERFORMING ARTS; 4065 Nelson Ave, Concord CA 94520; Start Date 1/1/2023; Board Member at large; The board activities include Bi-monthly meetings to help shape the direction of the organization. Discuss activities it will be involved with, and facilitate conversation surrounding organization structure.; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0; NIR (10) CBMC; 8050 N. Palm Ave, Suite 300, Fresno CA 93720; Board Member at large; Non profit organization to promote the connection of business men of faith.; 1 hr/mo; 0 hrs/mo during trading; NIR (11) Kuppa Care; 518 Clovis Ave. Clovis CA 93612; Start Date 7/31/2025; board member; board member for organization providing coffee and services to homeless individuals and support of other non-profits in the community; 1 hr/mo; 0 hrs/mo during trading; NIR (12) Wings for Widows; 6780 West Ave. Suite 101A Fresno CA 93711; Start Date 9/30/2025; Financial Planner; Receive referrals for potential financial planning needs from Wings for Widows. Initial meeting is complimentary, but all activity is conducted and supervised as Agape Planning Partners.; 1 hr/mo; 0 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-21
• S63 Uniform Securities Agent State Law Examination
  1999-10-01

Designations

Other Names

• Nathaniel Lee Moore
• Nathan Moore