Breshell Ellyne Moore

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 06/2017
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 08/2015 → 09/2016
  Circle K
  Tallahassee, FL
• 08/2014 → 04/2017
  Wells Fargo Bank
  Tallahassee, FL
• 06/2017 → 02/2018
  Talent Bridge (Lpl Financial)
  Fort Mill, SC
• 02/2018 → 10/2018
  Wells Fargo Bank
  Charlotte, NC
• 11/2018 → 07/2022
  Pnc Investments, Llc
  Charlotte, NC
• 08/2022 → 12/2024
  Tiaa
  Charlotte, NC
• 08/2022 → 12/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 12/2024 → Present
  Raymond James & Associates, Inc
  Boca Raton, FL

Previous Registrations

• 2022-09-02 → 2024-11-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Indian Trail, NC
• 2021-10-11 → 2022-08-02
  Pnc Wealth Management Llc
  Charlotte, NC

Other Businesses

(1)Name of Business: Quartz Digital Marketing Address: 2799 Forest Hills Dr Apt 4, Coral Springs, FL, 33065, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I volunteer my spare time to learn graphic design and my sole role is to help create flyers and design websites for their clients. I do not handle any administration or onboarding process. I volunteer my spare time to learn and (2)Name of Business: Relax Beats and Sleep Address: 2799 Forest Hills Blvd, Coral Springs, FL, 33065, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a silent partner within the partnership and I do not perform any activities within the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-11
• S63 Uniform Securities Agent State Law Examination
  2020-03-05

Other Names

• Breshell Ellyne Smith
• Breshell Smith
• Breshell Ellyne Moore
• Breshell E Moore