This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAMPBELL FINANCIAL PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 30, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

May 30, 2000

First registration

May 6, 2011

Dual registered

no

IAPD individual key

4165738

• Occurred

  Feb 23, 2023
  Advisor departed, no destination yet

  James Henry Moore no longer registered at Private Capital Management, Inc.; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0556caa8-74a7-b787-3e18-9db19c338108

First observed

May 6, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.