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AM

Ashlee E. Moore

TEXAKOMA FINANCIAL
Plano, TX 75024
Some features on this profile are disabled
CRD#: 7907461
AM

Professional summary

Ashlee Elizabeth Moore, who also goes by Ashlee Elizabeth Eldred, is a registered financial professional currently at TEXAKOMA FINANCIAL, INC. located in Plano, Texas.

Ashlee is registered as a RR (Registered Representative) and started their career in finance in 2024. Ashlee has worked at 1 firm and has passed the Series 63, Series 99TO, Series 22TO, SIE and Series 39 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ashlee Elizabeth Eldred

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ashlee Elizabeth 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

July 22, 2024 - Present

TEXAKOMA FINANCIAL, INC.

Office #1: 5601 Granite Parkway Suite 800, Plano, TX 75024
BD
CRD#: 16910
Plano, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/26/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 22TO
Date: 7/22/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/12/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 39
Date: 10/16/2024
Direct Participation Programs Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TF
TEXAKOMA FINANCIAL, INC.
TEXAKOMA FINANCIAL, INC.

CRD#: 16910 / SEC#: , 8-34706

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
5601 Granite Parkway Suite 800, Plano, TX 75024
Mailing Address
5601 Granite Parkway Suite 800, Plano, TX 75024
Phone number
(972) 701-9106
Established
Texas since 03/06/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KENNEDY, DEAN RICHARDOWNER/PRINCIPAL1268230
BOYD, ROBYN LAURELPRINCIPAL FINANCIAL OFFICER7570200
KEAVENY, JAMIE MICHAELEXECUTIVE VICE PRESIDENT/DIRECTOR/TREASURER7137725
LATORRE, STEPHEN JOHNPRESIDENT/DIRECTOR/SECRETARY3009003
MOORE, ASHLEE ELIZABETHPRINCIPAL OPERATIONS OFFICER7907461
MOORE, ASHLEE ELIZABETHCCO7907461

Disclosures

Regulatory Event3
Arbitration2

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.

Company Information

TEXAKOMA FINANCIAL, INC.

CRD#: 16910Plano, TX 75024

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