Celeste W. Moye
Professional summary
Celeste Willat Moye is a registered financial professional currently at EQUILIBRIUM CAPITAL SERVICES, LLC located in Portland, Oregon and KARMEQ, LLC located in Daly City, California.
Celeste is registered as a RR (Registered Representative) and started their career in finance in 2015. Celeste has worked at 7 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Celeste Willat Moye's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2016 - Present
EQUILIBRIUM CAPITAL SERVICES, LLC
Office #1: 411 Nw Park Ave, Suite 401, Portland, OR 97209August 6, 2020 - Present
KARMEQ, LLC
Office #1: 318 Westlake Center Suite 203, Daly City, CA 94015Office #2: 318 Westlake Center Suite 203, Daly City, CA 94015September 16, 2021 - Present
TREASURY BROKERAGE
Office #1: 648 Menlo Avenue Suite 2, Menlo Park, CA 94025September 20, 2019 - July 23, 2020
CHAPWOOD SECURITIES, INC.
March 14, 2017 - November 1, 2021
WESTHOFF, CONE & HOLMSTEDT
December 16, 2015 - September 8, 2025
WREN CAPITAL, LLC
November 25, 2015 - May 5, 2017
SANCTUARY SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
TREASURY BROKERAGE
CRD#: 140855 / SEC#: , 8-67345
Contact information
FINRA licenses (30 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TREASURY HOLDINGS LLC | PARENT COMPANY | |
| CHAZEN, ARON L | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 2211603 |
| CHAZEN, ARON L | COMPLIANCE OFFICER | 2211603 |
| KAMINSKI, CHRISTOPHER JOHN | MANAGING MEMBER | 2585962 |
| MOYE, CELESTE WILLAT | PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6566618 |
| MOYE, CELESTE WILLAT | FINANCIAL OPERATIONS PRINCIPAL | 6566618 |
Red Flags
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