Robert Glynn Moore

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-09-12
TX	RA	APPROVED	2018-09-12

Branch Locations

555 Capitol Mall, Sacramento, CA 95814 • United States

800 E Colorado Blvd, Pasadena, CA 91101 • United States

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

Organization	City	State	From	To
Waddell & Reed, Inc	Sacramento	CA	03/2016	04/2018
Various Insurance Carriers For W&R Insurance Agencies	Fair Oaks	CA	10/2016	04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orangevale	CA	09/2018	Present
Bank Of America, N.A.	Orangevale	CA	09/2018	Present
Golden 1 Credit Union	Sacramento	CA	04/2018	09/2018

03/2016 → 04/2018

Waddell & Reed, Inc

Sacramento, CA
10/2016 → 04/2018

Various Insurance Carriers For W&R Insurance Agencies

Fair Oaks, CA
09/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orangevale, CA
09/2018 → Present

Bank Of America, N.A.

Orangevale, CA
04/2018 → 09/2018

Golden 1 Credit Union

Sacramento, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-29