Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-12
TX RA APPROVED_RES 2025-11-12
  • FL RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED_RES
    Since 2025-11-12

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Charlotte NC 02/2016 11/2016
Affinity Plus Roseville MN 12/2016 01/2017
Wells Fargo Bank Na Charlotte NC 05/2018 08/2020
Wells Fargo Advisors, Llc Charlotte NC 05/2018 05/2019
Aerotek Charlotte NC 04/2018 05/2018
Pro Staff Minneapolis MN 09/2017 10/2017
Amazon Minneapolis MN 01/2018 01/2018
Self Employed Minneapolis MN 12/2016 10/2017
Self Employed - Primerica Financial Services - Sales Charlotte NC 04/2007 11/2020
Self Employed - Pfs Investments Inc. Charlotte NC 11/2020 11/2020
Red Ventures Fort Mill SC 11/2017 10/2020
Talent Bridge Charlotte NC 11/2020 01/2021
Self Employed - Assurance Iq Charlotte NC 01/2021 02/2021
Principal Life Insurance Company Charlotte NC 04/2021 08/2021
Principal Securities Inc Charlotte NC 04/2021 08/2021
Vanguard Marketing Corporation Charlotte NC 10/2021 04/2022
Self Employed - Assurance Iq Charlotte NC 09/2021 10/2021
Self Employed Charlotte NC 01/2013 10/2025
Wells Fargo Advisors, Llc Charlotte NC 08/2022 11/2023
Disys Charlotte NC 07/2022 01/2023
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 09/2024 11/2024
Tiaa Charlotte NC 09/2024 11/2024
Allegacy Fcu Indian Trail NC 08/2024 08/2024
Randstad Charlotte NL 07/2024 07/2024
Wells Fargo Charlotte NC 01/2023 11/2023
Morgan Stanley Fort Lauderdale FL 10/2025 Present
Encore Group Boca Raton FL 02/2025 Present
  • 02/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Charlotte, NC
  • 12/2016 → 01/2017
    Affinity Plus
    Roseville, MN
  • 05/2018 → 08/2020
    Wells Fargo Bank Na
    Charlotte, NC
  • 05/2018 → 05/2019
    Wells Fargo Advisors, Llc
    Charlotte, NC
  • 04/2018 → 05/2018
    Aerotek
    Charlotte, NC
  • 09/2017 → 10/2017
    Pro Staff
    Minneapolis, MN
  • 01/2018 → 01/2018
    Amazon
    Minneapolis, MN
  • 12/2016 → 10/2017
    Self Employed
    Minneapolis, MN
  • 04/2007 → 11/2020
    Self Employed - Primerica Financial Services - Sales
    Charlotte, NC
  • 11/2020 → 11/2020
    Self Employed - Pfs Investments Inc.
    Charlotte, NC
  • 11/2017 → 10/2020
    Red Ventures
    Fort Mill, SC
  • 11/2020 → 01/2021
    Talent Bridge
    Charlotte, NC
  • 01/2021 → 02/2021
    Self Employed - Assurance Iq
    Charlotte, NC
  • 04/2021 → 08/2021
    Principal Life Insurance Company
    Charlotte, NC
  • 04/2021 → 08/2021
    Principal Securities Inc
    Charlotte, NC
  • 10/2021 → 04/2022
    Vanguard Marketing Corporation
    Charlotte, NC
  • 09/2021 → 10/2021
    Self Employed - Assurance Iq
    Charlotte, NC
  • 01/2013 → 10/2025
    Self Employed
    Charlotte, NC
  • 08/2022 → 11/2023
    Wells Fargo Advisors, Llc
    Charlotte, NC
  • 07/2022 → 01/2023
    Disys
    Charlotte, NC
  • 09/2024 → 11/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 09/2024 → 11/2024
    Tiaa
    Charlotte, NC
  • 08/2024 → 08/2024
    Allegacy Fcu
    Indian Trail, NC
  • 07/2024 → 07/2024
    Randstad
    Charlotte, NL
  • 01/2023 → 11/2023
    Wells Fargo
    Charlotte, NC
  • 10/2025 → Present
    Fort Lauderdale, FL
  • 02/2025 → Present
    Encore Group
    Boca Raton, FL
Previous Registrations
Other Businesses

*666967 -  Encore Group; Investment related-No; Schiller Park, Illinois; Technology, Art/Culture ;Employee (proprietor, partner, officer, director, employee, trustee, agent);02/2025; During business hours: 0; After business hours: 40;Customer Service, Labor/Service *666975 - KNOWLEDGE AND ELEVATION, LLC; Investment related: Yes; coral springs, Florida; Art/Culture:Consulting:Retail/Online Stores:Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 15; Administrative:Customer Service:Labor/Service:Sales/Marketing

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-26
S63 Uniform Securities Agent State Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-20
Other Names
  • Monty Moore
  • Montrell Moore
  • Montrell M Moore
  • Montrell Martin Moore

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Lauderdale, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor