Michael Shane Moore

Current Employers

Employment History

• 09/2015 → 09/2017
  Hd Vest Investment Services
  Palm Harbor, FL
• 02/2011 → Present
  Msm Accounting And Tax Services, Llc
  Palm Harbor, FL
• 05/2016 → 09/2017
  Hd Vest Advisory Services, Inc
  Palm Harbor, FL
• 03/2013 → 05/2018
  Liberty University
  Lynchburg, VA
• 01/2010 → Present
  Saint Leo University
  Saint Leo, FL
• 10/2017 → 10/2018
  Coastal Investmet Advisors
  Wilmington, DE
• 10/2017 → 10/2018
  Coastal Equities, Inc.
  Wilmginton, DE
• 07/2020 → 06/2021
  Avantax Investment Services, Inc.
  Palm Harbor, FL
• 07/2020 → 06/2021
  Avantax Advisory Services
  Palm Harbor, FL
• 06/2021 → Present
  Ameriprise Financial Services, Llc
  Dunedin, FL

Previous Registrations

• 2020-07-20 → 2021-06-23
  Avantax Advisory Services
  Palm Harbor, FL
• 2017-10-18 → 2018-10-05
  Realta Investment Advisors, Inc
  Palm Harbor, FL
  Wilmington, DE
• 2016-06-03 → 2017-09-22
  Avantax Advisory Services
  Palm Harbor, FL

Other Businesses

Business Ownership; MSM Accounting and Tax Services LLC DBA Gulf Coast Accounting and Tax Services; Complete and review accounting and tax Services; Tax Preparation; 401 Orange St, , Palm Harbor, FL, 34683; Not Investment-Related; 02/01/2011; 60 hours per month; 60 during trading hours. Board of Directors; Estates at Cobbs Landing; Treasurer; 720 BROOKER CREEK BLVD. SUITE 206, , Oldsmar, FL, 34677; Not Investment-Related; 06/21/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Gulf Coast Accounting and Tax Services; Managing Member - Accounting and Tax Prep; ; 401 Orange St, , Palm Harbor, FL, 34683; Not Investment-Related; 02/01/2011; 60 hours per month; 60 during trading hours / Palm Harbor Music, LLC; Member - CHANGED TO MUSIC SELL AND REPAIR MUSIC EQUIPEMENT GUITARS ETC; SALE OF MUSIC EQUIPMENT; 401 Orange St, , Palm Harbor, FL, 34683; Not Investment-Related; 06/27/2022; 10 to 19 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-28
• S63 Uniform Securities Agent State Law Examination
  2015-11-09

Other Names

• Michael Shane Moore