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Christy Olivia Moore

Stewardship Wealth Management Solutions

Huntington Beach, CA

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Current Employers
Stewardship Wealth Management Solutions

101 Main Street #230, Huntington Beach, CA 92648 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2025-04-28

Branch Locations

101 Main Street #230, Huntington Beach, CA 92648 • 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
Panera Bread Niles OH 01/2016 12/2016
Outback Steakhouse Niles OH 04/2016 01/2018
Outback Steakhouse Norwalk CA 02/2018 03/2019
Buffalo Exchange Fullerton CA 11/2018 03/2019
Julie Borba Artesia CA 03/2018 02/2022
New Life Preschool Norwalk CA 06/2021 02/2022
Stewardship Wealth Management Solutions Huntington Beach CA 02/2022 Present
  • 01/2016 → 12/2016
    Panera Bread
    Niles, OH
  • 04/2016 → 01/2018
    Outback Steakhouse
    Niles, OH
  • 02/2018 → 03/2019
    Outback Steakhouse
    Norwalk, CA
  • 11/2018 → 03/2019
    Buffalo Exchange
    Fullerton, CA
  • 03/2018 → 02/2022
    Julie Borba
    Artesia, CA
  • 06/2021 → 02/2022
    New Life Preschool
    Norwalk, CA
  • 02/2022 → Present
    Stewardship Wealth Management Solutions
    Huntington Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-26
  • S65 Uniform Investment Adviser Law Examination
    2025-04-26
Other Names
  • Christy Olivia Schlegel

View on SEC IAPD

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SIMPLICITY WEALTH
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Michael Steven Conway
CRAIG ALLEN DAVIS
Anthony Labarba
Anthony McGee
John Elliott
TOM TOSHIYUKI TERAOKA
KENNETH KENJI TANAKA
Douglas Scott Gahn

Other Offices

LPL FINANCIAL LLC · HUNTINGTON BEACH, CA
J.P. MORGAN SECURITIES LLC · HUNTINGTON BEACH, CA
CETERA INVESTMENT ADVISERS LLC · HUNTINGTON BEACH, CA
SIMPLICITY WEALTH · Huntington Beach, CA
WELLS FARGO CLEARING SERVICES, LLC · HUNTINGTON BEACH, CA
AE WEALTH MANAGEMENT, LLC · HUNTINGTON BEACH, CA
INTEGRATED WEALTH CONCEPTS LLC · HUNTINGTON BEACH, CA
THRIVENT INVESTMENT MANAGEMENT INC. · HUNTINGTON BEACH, CA

More in Huntington Beach, CA

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