James Tyler Moore

Employer firm

Timberchase Financial, LLC CRD 131205

$280M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Timberchase Financial, Llc

3310 Independence Drive, Homewood, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2020-08-20
TX	RA	APPROVED	2020-08-20

AL RA
APPROVED

Since 2020-08-20
TX RA
APPROVED

Since 2020-08-20

Branch Locations

3310 Independence Drive, Homewood, AL 35209 • 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

Organization	City	State	From	To
Timberchase Financial, Llc	Hoover	AL	07/2020	Present
Pricewaterhousecoopers	Birmingham	AL	09/2012	06/2020

07/2020 → Present

Timberchase Financial, Llc

Hoover, AL
09/2012 → 06/2020

Pricewaterhousecoopers

Birmingham, AL

Other Businesses

shareholder/member of LRJ, LLC / Northwest Registered Agent Service, 212 W. Troy Street, Ste. B, Dothan, AL 36303 / start date: 05/2021 / non-investment related / LRJ, LLC provides decentralized network coverage for the internet and 5g wireless coverage through the Helium network. / Duties include: installation and maintenance of equipment, preparation of tax returns, and other administrative duties for which Mr. Moore spends approximately 5 hrs. per month outside of securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-07

S65 Uniform Investment Adviser Law Examination

2020-08-07

Designations

Certified Financial Planner

View on SEC IAPD