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RIA / WealthAdvisor25 years in industry

Shawna Marie-McKinney Moore

Advisor at MOORE WEALTH PARTNERS, LLC

Glendale, AZ | HENDERSONVILLE, TN

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Search this name across graphsid dfx:ria:41fd38f3-577c-2a89-4569-332b9a2abefa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 23, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOORE WEALTH PARTNERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 16, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Exams: S65|S66|S63
First exam: Jan 16, 2001
First registration: Jan 23, 2002
Dual registered: no
Other names: SHAWNA MCKINNEY|SHAWNA MARIE MCKINNEY|SHAWNA MARIE MCKINNEY-JEWELL|SHAWNA MARIE JEWELL|SHAWNA MARIE-MCKINNEY MOORE
IAPD individual key: 3272507

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOORE WEALTH PARTNERS, LLC	State registered	Oct 25, 2023	n/a	yes	HENDERSONVILLE, TN\|Glendale, AZ	Current employment
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Apr 14, 2023	Apr 30, 2024	no	Glendale, AZ\|Peoria, AZ\|MARIETTA, GA\|Anaheim, CA	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Jul 18, 2019	Apr 12, 2023	no	PHOENIX, AZ\|ANAHEIM, CA\|PHOENIX, AZ	Previous registration
TUCKER ASSET MANAGEMENT LLC	Independent wealth	Jan 24, 2018	Mar 21, 2018	no	Anaheim, CA\|LITTLETON, CO	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jun 28, 2016	May 19, 2017	no	Palm Desert, CA\|WHEATON, IL\|Anaheim Hills, CA	Previous registration
KNR WEALTH MANAGEMENT, INC.	n/a	Feb 4, 2016	May 3, 2016	no	LAGUNA NIGUEL, CA	Previous registration
METROPOLITAN FINANCIAL SERVICES, INC.	n/a	Jan 23, 2002	Sep 18, 2003	no	YAKIMA, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IMPACT PARTNERSHIP WEALTH, LLC	MOORE WEALTH PARTNERS, LLC	Apr 30, 2024	Oct 25, 2023	-188	Firm change after gap	RIA to state RIA
FOUNDATIONS INVESTMENT ADVISORS LLC	IMPACT PARTNERSHIP WEALTH, LLC	Apr 12, 2023	Apr 14, 2023	2	Firm change	RIA to RIA
TUCKER ASSET MANAGEMENT LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	Mar 21, 2018	Jul 18, 2019	484	Firm change after gap	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	TUCKER ASSET MANAGEMENT LLC	May 19, 2017	Jan 24, 2018	250	Firm change	Other
KNR WEALTH MANAGEMENT, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	May 3, 2016	Jun 28, 2016	56	Firm change	Other
METROPOLITAN FINANCIAL SERVICES, INC.	KNR WEALTH MANAGEMENT, INC.	Sep 18, 2003	Feb 4, 2016	4,522	Firm change after gap	Other

Relationships

Registered with (7)

→ MOORE WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Oct 25, 2023 to presentfactForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Apr 14, 2023 to Apr 30, 2024factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 18, 2019 to Apr 12, 2023factForm ADV
→ TUCKER ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 24, 2018 to Mar 21, 2018factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 28, 2016 to May 19, 2017factForm ADV
→ KNR WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 4, 2016 to May 3, 2016factForm ADV
→ METROPOLITAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 23, 2002 to Sep 18, 2003factForm ADV

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
Shawna Marie-Mckinney Moore left Impact Partnership Wealth, Llc for Moore Wealth Partners, Llc (registered 2023-10-25)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2023
Advisor changed firm
Shawna Marie-Mckinney Moore left Foundations Investment Advisors Llc for Impact Partnership Wealth, Llc (registered 2023-04-14)
Form ADVobserved 6 days ago