Larry Dale Money

Current Employers

Employment History

• 03/2002 → Present
  Dale Money, Cpa
  Wolfe City, TX
• 09/2008 → 10/2019
  1St Global Capital Corp.
  Greenville, TX
• 09/2008 → 10/2019
  1St Global Advisors, Inc.
  Greenville, TX
• 10/2019 → 09/2025
  Avantax Insurance Services
  Greenville, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Greenville, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Greenville, TX
• 08/2024 → Present
  Money Tree Properties
  Greenville, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greenville, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Money Financial Llc
  Greenville, TX

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Greenville, TX
• 2009-01-01 → 2019-10-25
  1St Global Advisors Inc
  Greenville, TX
  Greenville, TX
  Greenville, TX

Other Businesses

1) DALE MONEY, CPA POSITION: Sole Proprietor NATURE: CPA services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2001 DESCRIPTION: CPA Services 2) RAFFA CLINIC POSITION: Board Chair NATURE: Raffa Clinic is a faith-based pregnancy resource clinic providing FREE services to women and men related to crisis or unexpected pregnancies including sonograms, parenting classes and many other free resources to help in this time. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2016 ADDRESS: 2612 Jordan Street, Greenville TX 75401, United States DESCRIPTION: Duties of the Board Chair are to preside over all board meetings and to give overall vision and direction to the organization. Our Board members to not actively engage in the daily operations, rather this is handled by our Executive Director. The Board Chair along with the Board hires, fires and evaluates the Executive DirectorWe do not own, handle or expect to own or handle any securities. 3) NAME OF OTHER BUSINESS: MONEY FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) RAFFA CLINIC POSITION: Treasurer NATURE: Raffa Clinic is a faith-based pregnancy resource clinic providing FREE services to women and men related to crisis or unexpected pregnancies including sonograms, parenting classes and many other free resources to help in this time. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 2612 Jordan Street, Greenville TX 75401, United States DESCRIPTION: Duties of the Treasure rare to present the financial statements at board meetings and to give financial direction and perspective to the organization. Our Board members to not actively engage in the daily operations, rather this is handled by our Executive Director. The Treasurer along with the rest of the Board approves budgets, hires, fires and evaluates the Executive Director. The organization owns no securities other than bank CDs which are handled by the Executive Director upon directions from the full Board. 5) MONEY TREE PROPERTIES POSITION: Owner & Secretary NATURE: Myself and my six adult children intend to start an LLC for the purpose of purchasing, renovating, and then selling properties for a profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2024 ADDRESS: 2609 Eastland, Suite B, Greenville TX 75402, United States DESCRIPTION: As the secretary, I would keep the LLC on track with all government reporting for the LLC (most of which would be outsourced to a Registered Agent) and help ensure we comply with all pertinent regulations & laws.As part owner, I would be involved in occasional "workdays" (primarily evenings or weekends) for cleanup and light construction as my skills allow).My kids are highly skilled in various construction fields (which is why they had the idea of starting this business as a family in the first place)

Exams

• S66 Uniform Combined State Law Examination
  2008-12-29

Other Names

• Dale Money