Caleb Arthur Moore

Employer firm

Mathies Financial Partners CRD 150079

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Mathies Financial Partners
  Colorado Springs, CO
• 11/2020 → 02/2022
  Big R
  Pueblo West, CO
• 08/2020 → 11/2020
  Symmetry Financial
  Pueblo West, CO
• 02/1999 → 07/2020
  Colorado Department Of Corrections
  Canon City, CO

Other Businesses

Independent insurance agent, same location, approximately 10 hours per month, selling insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01