Jonathan Arthur Moore

Current Employers

Employment History

• 07/2023 → Present
  American Independent Securities Group, Llc
  Eagle, ID
• 08/2008 → 03/2026
  Tribalco, Llc
  Bethesda, MD

Other Businesses

1.Tax Preparation; Non-Investment Related; 503 Hwy 20, 2nd Floor Suite 5, Winthrop, WA 98861; DBA Comprehensive Tax Strategies, Tax preparer; Less than 20 hrs/mo, during market hours. 240 hours during Feb-Apr - of which 6 will be during trading hours, starting 1/12/24 2. Lost River Airport Association; President as of 5/2025, Non-Profit, volunteer 2 hrs / month outside trading hours, Lost River Road, Mazama, WA, Bd of Directors/TTEE starting 9/8/2023. 3. Lost River Sewer Association; maintenance of pump house and spring, Lower Section of LRAA housing near river, non-profit, volunteer 1 hour / month outside trading hours, starting 9/8/2023. 4. Mazama Community Church; 18202 Hwy 20, Winthrop, WA 98862, Secretary/Treasurer w/ check writing, non-profit/charity, volunteering 2 hours/month none during securities trading hours starting 9/18/23 5. Comprehensive Financial Strategies, DBA; 503 Hwy 20 2nd fl Suite 5 Winthrop WA 98862, Securities and Insurance. Life, Disability, Property, Casualty, 5 hrs/mo and during trading hrs.% Annual Income from this Activity1-20% 6. Jonathan Moore LLC, not investment related, 30 Mercer Rd, Mazama, WA 98833, Lender in promissory note, Owner or Shareholder starting 11/8/2024, with 1 hr/mo spent on oba and none during securities hours, lend operate and maintain rooftop solar properties in Hawaii, receiving monthly power purchase payments for 25-years from the homeowner

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-26
• S65 Uniform Investment Adviser Law Examination
  2022-08-20

Other Names

• Jon Moore