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Hannah Joy Moore

Guiding Wealth Management, LLC

Richardson, TX

CRD 5553126

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Employer firm

Guiding Wealth Management, LLC CRD 175242

$59.4M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Guiding Wealth Management, Llc

2007 N. Collins Blvd Ste 503, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-08
CA RA APPROVED 2024-03-08
TX RA APPROVED 2015-03-20
  • VT RA
    APPROVED
    Since 2025-08-08
  • CA RA
    APPROVED
    Since 2024-03-08
  • TX RA
    APPROVED
    Since 2015-03-20

Branch Locations

2007 N. Collins Blvd Ste 503, Richardson, TX 75080 • 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
Guiding Wealth Management, Llc Richardson TX 01/2013 Present
Previous Registrations
  • 2012-02-14 → 2015-03-05
    Cetera Wealth Services, Llc
    Dallas, TX
Other Businesses

MOORE MEDIA CONSULTING GROUP, LLC NON INVESTMENT RELATED, 1221 W. CAMPBELL RD #425 RICHARDSON, TX 75080, CONSULTING, OWNER, 01/08/2019, 20 HRS WEEK. MMCG DBA AMPLIFIED PLANNING OFFERS TRAINING TO OTHER FINANCIAL PLANNERS. MS. MOORE RECEIVES COMPENSATION FROM THIS ACTIVITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-06
  • S66 Uniform Combined State Law Examination
    2009-08-06
Designations
  • Certified Financial Planner
Other Names
  • Hannah Westby
  • Hannah Joy Westby

View on SEC IAPD

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