Charlene Marie Burkhardt

Current Employers

Employment History

• 09/1991 → Present
  Moore Financial Services
  Fremont, CA
• 06/2016 → Present
  Lpl Financial, Llc
  Fremont, CA
• 06/2016 → Present
  Independent Advisor Alliance
  Fremont, CA

Previous Registrations

• 2013-12-18 → 2016-07-01
  National Planning Corporation
  Fremont, CA
  Fremont, CA
• 2007-10-03 → 2016-07-01
  The Planners Network, Inc.
  Fremont, CA
  Temecula, CA

Other Businesses

1. 06/30/2016 - MOORE AND BURKHARDT WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - Start 06/30/2016 - 39275 State Street Fremont CA 95438 - 100% Time Spent 2. 09/11/2023 - Moore Financial Services, Inc.-Rental Real Estate Owned - Investment Related - Fremont, CA - Commercial real estate(Office Building) Real Estate Rental - Start Date 12/23/2021 - 0 Hours Per Month 0 Hours During Trading 3. 06/30/2016 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - (Hybrid) Investment Advisor Alliance - INV REL - Start 06/30/2016 - 12610 Community House Road Suite 204 Charlotte NC - IAR for RIA - 150 Hr/Mo; 150 Hours During Securities Trading; 70% Time Spent 4. 07/06/2016 - Independent Advisor Alliance - Registered Investment Advisor DBA - (Hybrid) Moore and Burkhardt Wealth Management - INV REL - Start 06/30/2016 - 39275 State Street Fremont CA 94538 - RIA for DBA - 150 Hr/Mo; 150 Hours During Securities Trading; 70% Time Spent 5. 2/15/2023 - Moore Financial Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - President, Enrolled Agent, Tax Preparation and Management - Start Date - 06/30/2016 - 20 Hours Per Month/10 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14
• S63 Uniform Securities Agent State Law Examination
  1997-10-15

Other Names

• Charlene Marie Burkhardt
• Charlene Marie Woolley