David Lester Moore

Current Employers

Employment History

• 11/2013 → 02/2025
  Concourse Financial Group Securities Inc
  Marietta, GA
• 07/2019 → 10/2020
  Southern States Llc
  Hampton, GA
• 06/2013 → 02/2019
  Legacy Financial Partners, Llc
  Atlanta, GA
• 03/2016 → Present
  (Dba) Secure Sheield Financial Llc
  Marietta, GA

Previous Registrations

• 2014-03-11 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Marietta, GA
  Marrietta, GA
  Lawrencevill, GA

Other Businesses

(dba) SECURE SHIELD FINANCIAL LLC; Investment Related; Marietta, GA; Owner; Start Date 03/2016; 100 hours per month with 60 of those hours per month occurring during trading hours; I am a Certified Financial Planner (CFP®) - I meet with clients to discuss financial planning and investment needs and meet with small business owners to consult on business planning and financial issues. >> MT. ZION UNITED METHODIST CHURCH; Non-Investment Related; 1770 Johnson Ferry Rd, Marietta, Ga 30062; Council Member-Treasurer; Start Date 01/01/2025; 5 hours per month with 3 hours per month occurring during trading hours; Responsible for supporting finance committee and church council. This is a volunteer position. >> POWER OF ATTORNEY (POA); Non-Investment Related; Marietta, GA; Power of Attorney; POA; Start Date 11/2018; 5 hours per month with 3 of the hours per month occurring during trading hours; I have financial power of attorney for my spouse. >> LES CHENEAUX CONSULTING; Non-Investment Related; Marietta, GA; Other; Consultant; Start Date 04/2023; 30 hours per month with 15 of those hours per month occurring during trading hours; Provide financial, cash flow, and business development consulting to small business owners. >> DAVID L MOORE REVOCABLE TRUST; Non-Investment Related; Marietta, GA; Estate/Financial Planner; Trustee; Start Date 09/2024; No hours per month; I manage a revocable trust for my family's assets.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-07

Designations