RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Timothy P Moore
- Title
- Financial Advisorreported25financial.comfirm site, Sep 15, 2026
- Professional profile
- 25financial.com/team/tim-moorereported25financial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 25 Financial independent RIA currentsince Jun 28, 2022 · Saint Louis, Mo
- Arete Wealth Advisors, LLC BD affiliatedFeb 9, 2022 to Dec 31, 2022 · Kirkwood, Mo
- Core Planning independent RIANov 6, 2020 to Mar 2, 2022 · Ofallon, Mo
- Arete Wealth Advisors, LLC to 25 Financialleft Dec 31, 2022, registered Jun 28, 2022 (-186 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Core Planning to Arete Wealth Advisors, LLCleft Mar 2, 2022, registered Feb 9, 2022 (-21 days) · RIA to affiliated broker-dealer or bank
- Timothy P Moore left Arete Wealth Advisors, Llc for 25 Financial (registered 2022-06-28)Dec 31, 2022 · Advisor changed firm · fact
- Timothy P Moore left Core Planning for Arete Wealth Advisors, Llc (registered 2022-02-09)Mar 2, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address