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Timothy P Moore

25 Financial

Saint Louis, MO

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Current Employers
25 Financial

135 West Adams Avenue, Saint Louis, MO 63122 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-06-28
  • MO RA
    APPROVED
    Since 2022-06-28

Branch Locations

135 West Adams Avenue, Saint Louis, MO 63122 • 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
Core Planning, Llc St. Louis MO 09/2020 02/2022
Faith Community Church House Springs MO 01/2015 Present
Arete Wealth Management Llc Chicago IL 01/2022 10/2023
25 Financial Saint Louis MO 06/2022 Present
Arete Wealth Advisors Llc Chicago IL 02/2022 12/2022
Great Point Capital, Llc Chicago IL 10/2023 Present
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
  • 09/2020 → 02/2022
    Core Planning, Llc
    St. Louis, MO
  • 01/2015 → Present
    Faith Community Church
    House Springs, MO
  • 01/2022 → 10/2023
    Arete Wealth Management Llc
    Chicago, IL
  • 06/2022 → Present
    Saint Louis, MO
  • 02/2022 → 12/2022
    Chicago, IL
  • 10/2023 → Present
    Great Point Capital, Llc
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital, Llc
    Chicago, IL
Previous Registrations
Other Businesses

Faith Community Church: 4824 Scottsdale Rd, House Springs MO 63051; employee; oversee finances and administrative functions; 80 hrs/mth; start date = 12/2015; not investment related. 25 Financial: 214 N Clay Ave Suite 210, St Louis MO 63122; financial advisor; 120 hrs/mth; start date = 2/2022; investment related. T. Moore Financial LLC: Villa Ridge, MO; owner; informational website about services as an IAR of 25 Financial; 1 hr/mth; start date = 02/2023; investment related. Independent Insurance Agent: St Louis MO; insurance sales; 5 hrs/moth; start date = 04/2023; investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-01
S65 Uniform Investment Adviser Law Examination 2020-11-06
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
  • S65 Uniform Investment Adviser Law Examination
    2020-11-06

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