Brooke Marchelle Moore

Current Employers

Employment History

• 01/2016 → Present
  Wells Fargo Advisors Financial Network Llc.
  Cleburne, TX
• 05/2021 → Present
  Kestra Advisory Services, Llc
  Cleburne, TX
• 05/2021 → Present
  Kestra Investment Services, Llc
  Cleburne, TX

Previous Registrations

• 2016-01-04 → 2021-05-19
  Wells Fargo Advisors Financial Network, Llc
  Cleburne, TX
• 2010-04-19 → 2016-01-05
  Edward Jones
  Selah, WA
  St Louis, MO
  Weatherford, TX

Other Businesses

BN: 105 SUNSET DRIVE, LLC POSI: member/owner NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 12/05/2023 ADDRESS: 105 Sunset Drive, Cleburne TX 76033 DESC: Collect rent and file tax returns. Maintain property. BN: 107 Sunset Drive INV REL: Yes Address: 107 Sunset Drive Cleburne TX 76033 NOB: Real Estate POSI: owner & managing member Start Date: 9/23/2020 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: property management, general contractor, lease management BN: 109 SUNSET DRIVE, LLC POSI: member NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 06/26/2022 ADDRESS: 1313 GLENWOOD DRIVE, CLEBURNE TX 76033 DESC: collect rents, manage maintenance, keep books and facilitate tax filings. BN: 107 S FOURTH STREET, LLC POSI: member NOB: Real Estate INV REL: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 01/05/2022 ADDRESS: 1313 Glenwood Drive, Cleburne TX 76033 DESC: Collect rent, pay mortgage, coordinate repairs with handy man, maintain books and tax filings. BN: Moore Private Wealth Real Estate Holdings INV REL: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 NOB: Real Estate POSI: Managing member Start Date: 4/21/2016 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: Bookkeeper, property manager, general contractor to organize subcontractors, lease manager. BN: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2 Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POSI: Independent financial advisor contractor Start Date: 5/17/2021 HRS per month: 11% - 20% (17 - 32 HRS) HRS per month during trading HRS: 11% - 20% (15 - 28 HRS) DESC: Use Kestra's advisory platform to facilitate client investment in fee based investments. BN: Moore Private Wealth Group INV REL: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance POSI: managing member and senior financial advisor Start Date: 1/4/2016 HRS per month: 71% - 80% (113 - 128 HRS) HRS per month during trading HRS: 61% - 70% (85 - 98 HRS) DESC: daily office functions, manage all aspects of HR, marketing, bookkeeping, client relations, manage client investments and service BN: Z Best Feeds, LLC INV REL: No Address: 365 County Rd 4103 Grandview TX 76050 NOB: Other Bank or Credit Union POSI: 50% owner. My husband owns the remaining 50%. We are both passive owners and are minimally involved in the day to day operations. Start Date: 9/1/2021 HRS per month: 0% - 10% (0 - 16 HRS) HRS per month during trading HRS: 0% - 10% (0 - 14 HRS) DESC: Price and order ingredients and supplies, look for marketing and business growth opportunities in the community and bookkeeping. BN: WORTHMOORE VENTURES, LLC POSI: Member - back office support NOB: NA INV REL: Yes NUMBER OF HRS: 8 SECURITIES TRADING HRS: 7 START DATE: 07/01/2021 ADDRESS: 5801 Cypress Point Drive, Fort Worth TX 76132 DESC: I will not be involved in the day to day functions of the business. I will be the bookkeeper, HR, obtain financing and run construction of each location. BN: SAVANNAH OAKS RANCH, LLC POSI: 50% owner. My husband owns the remaining 50%. We are both passive owners and are minimally involved in the day to day operations. NOB: Agricultural farm business INV REL: No NUMBER OF HRS: 8 SECURITIES TRADING HRS: 5 START DATE: 09/01/2021 ADDRESS: 365 County Rd 4103, Grandview TX 76050 DESC: Price and order ingredients and supplies, look for marketing and business growth opportunities in the community and bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-16

Other Names

• Brooke Marchelle Finch
• Brooke Marchelle Geiger
• Brooke Marchelle Finch