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Angela Kay Moore

Planrock Wealth Strategies, LLC

Brentwood, TN

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Current Employers
Planrock Wealth Strategies, Llc

109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-20
  • TN RA
    APPROVED
    Since 2026-04-20

Branch Locations

109 Westpark Dr Suite 105, Brentwood, TN 37027 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planrock Investments Llc Franklin TN 03/2021 Present
Compass Advisory Partners Cookeville TN 05/2020 03/2021
University Of Findlay Findlay OH 03/2015 06/2018
Unemployed Beechgrove TN 06/2018 05/2020
  • 03/2021 → Present
    Planrock Investments Llc
    Franklin, TN
  • 05/2020 → 03/2021
    Compass Advisory Partners
    Cookeville, TN
  • 03/2015 → 06/2018
    University Of Findlay
    Findlay, OH
  • 06/2018 → 05/2020
    Unemployed
    Beechgrove, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-01
  • S65 Uniform Investment Adviser Law Examination
    2020-05-01
Other Names
  • Angela Kay Miller

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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