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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-09 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1313 Glenwood Dr, Cleburne, TX 76033 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Cleburne | TX | 10/2020 | 05/2021 |
| Mira Vista Country Club | Ft. Worth | TX | 05/2018 | 10/2020 |
| Royal Oaks Country Club | Dallas | TX | 01/2017 | 05/2018 |
| R & L Ceramic Tile | Friendship | WI | 03/2016 | 01/2017 |
| Kestra Investment Services Llc | Cleburne | TX | 05/2021 | Present |
| Kestra Advisory Services Llc | Cleburne | TX | 05/2021 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Representative of Kestra Financial Services Firm: Moore Private Wealth Group, LLC Start Date: 5/17/2021 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Solicit, buy and sell securities, comprehensive financial plans for clients. I am employed by Moore Private Wealth Group, LLC and have yet to do any of the above listed. Those will be my responsibilities once I pass the Series 66.Business Name: Moore Private Wealth Group, LLC Investment Related: Yes Address: 1313 Glenwood Dr Cleburne TX 76033 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Registered Representative. Once I pass the Series 66 and my license becomes effective. I will be a Registered Investment Advisor. Start Date: 10/15/2020 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Once I am licensed; I will be a Registered Investment Advisor for Moore Private Wealth Group. I will solicit, buy and sell securities, and create comprehensive plans. I have passed the SIE, Series 7, and waiting for my window to be opened for the Series 66
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-03 |
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