Kevin Joseph Moree

Current Employers

Employment History

• 09/2009 → 02/2018
  Lpl Financial Llc
  Vero Beach, FL
• 02/2018 → 01/2024
  Woodbury Financial Services Inc
  Vero Beach, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Stuart, FL

Previous Registrations

• 2018-02-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Vero Beach, FL
  Aiken, SC
  Stuart, FL
• 2009-09-08 → 2018-03-16
  Lpl Financial Llc
  Vero Beach, FL
  Boynton Beach, FL
• 1995-10-13 → 2009-09-24
  Mutual Service Corporation
  Boston, MA
  Plantation, FL
  Asheville, NC

Other Businesses

1) MOREE WEALTH MANAGEMENT & INVESTMENT SERVICES, INC POSITION: OWNER NATURE: S-CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1996 ADDRESS: 850 NW Federal Hwy, STE 189, STUART FL 34994, United States DESCRIPTION: Owning and maintaining my S-corp. Filing annual S-Corp tax form 1120S. 2) CORNERSTONE PRIVATE ADVISORS POSITION: PARTNER NATURE: PARTNERSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 130 START DATE: 04/09/2018 ADDRESS: 900 Trail Ridge Rd, STE 128, Aiken SC 29803, United States DESCRIPTION: The purpose of this OBA is to disclose my DBA, Cornerstone Private Advisors, and the associated administrative duties of my overall business as well as the sales and services of my investment and insurance businesses. 3) MOREE WEALTH MANAGEMENT POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2018 ADDRESS: 850 NW Federal Hwy, STE 189, STUART FL 34994, United States DESCRIPTION: Life Insurance and Fixed Annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-05-25