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Jennifer Marie Moore

Icon Wealth Partners

Houston, TX

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Current Employers
Icon Wealth Partners

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-02
  • TX RA
    APPROVED
    Since 2022-08-02

Branch Locations

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2016 Present
Icon Wealth Partners, Llc Houston TX 08/2016 08/2022
Icon Wealth Advisors, Llc Houston TX 08/2022 Present
  • 09/2016 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 08/2016 → 08/2022
    Icon Wealth Partners, Llc
    Houston, TX
  • 08/2022 → Present
    Icon Wealth Advisors, Llc
    Houston, TX
Previous Registrations
Other Businesses

1) Jennifer Moore is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Jennifer Moore has served as an investment advisor representative for Icon Wealth Partners, LLC and an registered representative with PKS since 9/2017. Business is conducted from 1980 Post Oak Boulevard, Suite 1300, Houston, TX. Approximately 90% of Jennifer Moore's time is for services as an investment advisor representative and the balance as a registered representative. 2) Allied Hydromulch TX, LLC. Not Investment Related. 1027 Groveton Ridge Lane Pinehurst, TX 77362. Erosion Control. Member. Start Date: 05/02/24. 20 hrs/ month; none during trading hours. Marketing and administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-10
S63 Uniform Securities Agent State Law Examination 2006-12-27
  • S66 Uniform Combined State Law Examination
    2011-10-10
  • S63 Uniform Securities Agent State Law Examination
    2006-12-27
Other Names
  • Jennifer Moore
  • Jennifer Marie Moore
  • Jennifer M Moore

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