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50 Carroll Creek Way Suite 335, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
50 Carroll Creek Way Suite 335, Frederick, MD 21701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moore Wealth | Frederick | MD | 03/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2009 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 12/2022 | 03/2023 |
1. Fixed insurance sales, as of 2023, less than 1% of time spent during business hours, Investment related, conducted at branch location. 2. Owner, Shabri Moore, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 02/04/2022; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, & Managing Partner, Moore Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/4/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Moore Business Enterprises, an entity for managing commercial real estate occupied by Moore Wealth LLC, less than 1% of time spent during business hours, conducted at branch location, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-23 |
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