Joseph Glenn Moore

Current Employers

Employment History

• 04/2010 → 01/2018
  Gordon Asset Management, Llc
  Durham, NC
• 01/2018 → 12/2020
  Gibraltar Financial Llc
  Pinehurst, NC
• 01/2018 → 12/2020
  Gibraltar Financial, Llc
  Southern Pines, NC
• 12/2020 → 12/2024
  Gordon Asset Management, Llc
  Durham, NC
• 09/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2021-01-01 → 2024-12-23
  Gordon Asset Management, Llc
  Durham, NC
• 2018-02-07 → 2020-12-31
  Gibraltar Financial, Llc
  Southern Pines, NC
  Pinehurst, NC
• 2010-08-16 → 2018-01-24
  Gordon Asset Management, Llc
  Durham, NC

Other Businesses

(1) Z & M Real Estate Holdings, 35 Hampshire Lane, Pinehurst, NC 28374; Real estate holding company, not investment related; Position: Member, Managing Partner; Start: 4/2021; devote less than 1 hour during the month to this outside business activity and 0 hours during securities trading hours. (2) Gibraltor Financial, LLC: Investment related; Owner/licensee; Insurance business - various lines such as life, disability, health, accident, sickness, medicaid, and long-term care insurance placement; Address: 285 Olmstead Blvd., Suite 12, Pinehurst, NC 28374; Start: 1/21/25; Advisory clients of GAM/Summit may be solicited to buy insurance as a part of their financial plan; 5-10 hrs. a month devoted to this other business; 3-5 hours during securities trading. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Moore Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-14

Designations