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Rochelle Lea Moore

Sound Financial Solutions, Inc.

Clinton, IL

CRD 6901561

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Employer firm

Sound Financial Solutions, Inc. CRD 292256

4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • ADVISORY CONSULTING

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

Current Employers
Sound Financial Solutions, Inc.

3004 General Electric Road Suite 1B, Bloomington, IL 61704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-03-29
  • IL RA
    APPROVED
    Since 2018-03-29

Branch Locations

116 Warner Court, Clinton, IL 61727 • 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
Sound Financial Solutions, Inc. Clinton IL 10/2017 Present
Save Moore Tax & Accounting Services, Inc. Clinton IL 02/2002 Present
Sound Financial Solutions Inc. Clinton IL 01/2018 Present
Other Businesses

SAVE MOORE TAX & ACCOUNTING SERVICES, INC.; OWNER AND PRESIDENT; START DATE 2/11/2002 NON-INVESTMENT RELATED; HOURS PER MONTH IS 120, NO HOURS DURING TRADING HOURS CPA FIRM; 118 WARNER COURT CLINTON, IL 61727 CPA FIRM PROVIDING ACCOUNTING, PAYROLL REPRESENTATION AND TAX PREPARATION/PLANNING AND CONSULTING SERVICES

Designations
  • Certified Financial Planner
Other Names
  • Rochelle L Moore

View on SEC IAPD

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