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Robert Frederick Kania

Moore Financial Advisors, Ltd.

Belmont, MA

Duxbury, MA

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Current Employers
Moore Financial Advisors, Ltd.

83 Leonard Street Office #9, Belmont, MA 02478-2505 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-07-16
  • MA RA
    APPROVED
    Since 2019-07-16

Branch Locations

83 Leonard Street Office #9, Belmont, MA 02478-2505 • United States

Duxbury, MA • 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
Laurentide Advisory, Llc Duxbury MA 06/2015 07/2019
Serapis Capital, Llc Duxbury MA 01/2015 12/2017
Moore Financial Advisors, Ltd. Duxbury MA 07/2019 02/2024
Moore Financial Advisors, Ltd. Duxbury MA 02/2024 Present
Previous Registrations
  • 2015-08-05 → 2019-11-22
    Laurentide Advisory, Llc
    Hingham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-05
  • S63 Uniform Securities Agent State Law Examination
    1991-02-05
Designations

View on SEC IAPD

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