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James Henry Moore

Campbell Financial Partners, LLC

Bradenton, FL

Fort Myers, FL

CRD 4165738

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Employer firm

Campbell Financial Partners, LLC CRD 142889

$203M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Campbell Financial Partners, Llc

17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-06
FL RA APPROVED 2017-10-02
  • TX RA
    APPROVED
    Since 2026-05-06
  • FL RA
    APPROVED
    Since 2017-10-02

Branch Locations

Bradenton, FL • United States

17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908 • 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
Dale K. Ehrhart, Inc. Venice FL 12/2001 01/2017
Emergent Investor Services, Llc Bradenton FL 01/2011 06/2021
Campbell Financial Partners, Llc Sanibel FL 09/2017 Present
Private Capital Management, Inc. Larkspur CA 01/2020 06/2022
  • 12/2001 → 01/2017
    Dale K. Ehrhart, Inc.
    Venice, FL
  • 01/2011 → 06/2021
    Emergent Investor Services, Llc
    Bradenton, FL
  • 09/2017 → Present
    Campbell Financial Partners, Llc
    Sanibel, FL
  • 01/2020 → 06/2022
    Private Capital Management, Inc.
    Larkspur, CA
Previous Registrations
  • 2020-03-30 → 2023-02-23
    Private Capital Management, Inc.
    Bradenton, FL
    Larkspur, CA
  • 2020-01-22 → 2020-03-25
    Private Capital Management, Inc.
    Larkspur, CA
    Bradenton, FL
  • 2011-05-06 → 2017-12-31
    Emergent Investor Services, Llc
    Lakewood Ranch, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-26
S63 Uniform Securities Agent State Law Examination 2000-05-30
  • S65 Uniform Investment Adviser Law Examination
    2004-07-26
  • S63 Uniform Securities Agent State Law Examination
    2000-05-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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