Jeremy Edward Moore

Current Employers

Employment History

• 10/2013 → 08/2021
  Lpl Financial Llc
  Tulsa, OK
• 08/2021 → Present
  Moore Weatlh Advisors
  Tulsa, OK
• 08/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → Present
  Moore Wealth Management, Inc.
  Sapulpa, OK
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-31 → 2021-09-11
  Lpl Financial Llc
  Tulsa, OK
  Claremore, OK
  Broken Arrow, OK
  Grove, OK
  Claremore, OK
  Miami, OK
  Owasso, OK
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
• 2011-03-22 → 2013-11-01
  Money Concepts Capital Corp
  Tulsa, OK
  Palm Beach Gardens, FL
  Saint Peters, MO
  Palm Beach Gardens, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE (2) NAME OF OTHER BUSINESS: MOORE WEALTH ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT / FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: MOORE WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 16; APX NUMBER OF HOURS DURING TRADING HOURS: 16; BRIEF DESCRIPTION OF DUTIES: PRESIDENT/CAN ADVISOR/CONSULTANT. CONSULTING EXISTING CAN ADVISOR ON TRANSITIONING CLIENTS DURING & AFTER RETIREMENT OF ADVISOR;

Exams

• S66 Uniform Combined State Law Examination
  2011-03-21

Other Names

• Jeremy E Moore