Timothy P. Moore

25 FINANCIAL

Saint Louis, MO 63122

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CRD#: 7306168

Professional summary

Timothy P Moore is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri and GREAT POINT CAPITAL LLC located in St. Louis, Missouri.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Timothy has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Faith Community Church: 4824 Scottsdale Rd, House Springs MO 63051; employee; oversee finances and administrative functions; 80 hrs/mth; start date = 12/2015; not investment related. 25 Financial: 214 N Clay Ave Suite 210, St Louis MO 63122; financial advisor; 120 hrs/mth; start date = 2/2022; investment related. T. Moore Financial LLC: Villa Ridge, MO; owner; informational website about services as an IAR of 25 Financial; 1 hr/mth; start date = 02/2023; investment related. Independent Insurance Agent: St Louis MO; insurance sales; 5 hrs/moth; start date = 04/2023; investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Moore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2022 - Present

25 FINANCIAL

Office #1: 135 West Adams Avenue, Saint Louis, MO 63122

RIA

CRD#: 317916

Saint Louis, MO

Current

October 31, 2023 - Present

GREAT POINT CAPITAL LLC

Office #1: 135 West Adams Avenue, St. Louis, MO 63122

CRD#: 114203

St. Louis, MO

Past

February 9, 2022 - December 31, 2022

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Kirkwood, MO

Past

February 4, 2022 - October 30, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

St. Louis, MO

Past

November 6, 2020 - March 2, 2022

CORE PLANNING

RIA

CRD#: 154660

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/29/2024)

Colorado
(12/18/2024)

Illinois
(11/1/2023)

Indiana
(9/4/2024)

Kansas
(4/3/2024)

IAR

Missouri
(6/28/2022)

Missouri
(11/13/2023)

Ohio
(1/6/2025)

Texas
(10/7/2024)

Virginia
(12/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/1/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/6/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/4/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 1/28/2022

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

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Contact information

Main Address

135 West Adams Avenue, Saint Louis, MO 63122

Mailing Address

Phone number

(314) 530-2858

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	2,700
AUM (Assets Under Management)	$ 415,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy P. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

CORE PLANNING

Primary Firm SEC Registration

25 FINANCIAL

State Registrations and Notice Filings

Exams

Series 63

Date: 11/1/2021

Series 65

Date: 11/6/2020

SIE

Date: 2/4/2022

Series 7TO

Date: 1/28/2022

FINRA

Current Firm

25 FINANCIAL

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

25 FINANCIAL

TRUST BUT VERIFY

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