• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
TRELLANEE T MOORE
TRELLANEE TRINETTE MOORE, TRELLANEE T MOORE-ADDERLEY
CRD#: 2700947
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 76 S LAURA ST
JACKSONVILLE, FL 32202
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2011 - 2013 (1 year)2 FIRMS2015 - 2019 (4 years)2 FIRMS2019 - 2020 (1 year)2 FIRMS2021 - Present (4 years)BAMERITAS INVESTMENT CORP. (CRD# 14869)2013 - 2015 (1 year)BSEQUOIA INVESTMENTS, INC. (CRD# 39341)2000 - 2000 (<1 year)BRAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)1996 - 1999 (3 years)BFRANKLIN/TEMPLETON DISTRIBUTOR... (CRD# 332)1996 - 1996 (<1 year)
License(s)

State Registrations

B
California 1/11/2021

B
New York 5/12/2021

B
Florida 1/11/2021

B
Tennessee 8/2/2024

IA
Florida 1/12/2021

B
Texas 1/11/2021

B
Georgia 2/17/2021

IA
Texas 1/11/2021

B
Maine 3/20/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
76 S LAURA ST, JACKSONVILLE, FL 32202
3616 SW 34TH ST, GAINESVILLE, FL 32068
Registered with this firm since 1/11/2021

B
LPL FINANCIAL LLC (CRD#:6413)
76 S LAURA ST, JACKSONVILLE, FL 32202
3616 SW 34TH ST, GAINESVILLE, FL 32068
Registered with this firm since 1/11/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/05/2019 - 12/21/2020 SAGEPOINT FINANCIAL, INC. (CRD#:133763) FORT LAUDERDALE, FL
B
09/04/2019 - 12/21/2020 SAGEPOINT FINANCIAL, INC. (CRD#:133763) FORT LAUDERDALE, FL
IA
02/25/2015 - 03/13/2019 AXA ADVISORS, LLC (CRD#:6627) FT. LAUDERDALE, FL
B
01/22/2015 - 03/13/2019 AXA ADVISORS, LLC (CRD#:6627) FT. LAUDERDALE, FL
B
07/18/2013 - 02/05/2015 AMERITAS INVESTMENT CORP. (CRD#:14869) COOPER CITY, FL
IA
12/16/2011 - 03/05/2013 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FORT LAUDERDALE, FL
B
10/10/2011 - 03/05/2013 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FORT LAUDERDALE, FL
B
01/05/2000 - 09/20/2000 SEQUOIA INVESTMENTS, INC. (CRD#:39341) ROSWELL, GA
B
11/15/1996 - 12/17/1999 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ST. PETERSBURG, FL
B
01/25/1996 - 10/25/1996 FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (CRD#:332) SAN MATEO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.