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

25 FINANCIAL

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 6, 2020

First registration

Nov 6, 2020

Dual registered

yes, broker-dealer

IAPD individual key

7306168

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Timothy P Moore left Arete Wealth Advisors, Llc for 25 Financial (registered 2022-06-28)

  Form ADVobserved 5 days ago
• Occurred

  Mar 2, 2022
  Advisor changed firm

  Timothy P Moore left Core Planning for Arete Wealth Advisors, Llc (registered 2022-02-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8540f054-a89b-531f-9ccc-a1401bf6a705

First observed

Nov 6, 2020

Last observed

Sep 14, 2026 6 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.