John David Moore
Investment adviser representative at Trinity Strategic Wealth
30 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Cabot Lodge Securities LLCOct 2025 to now
- Millicon Properties LLCJun 2017 to now
- Acdc Properties, LLCApr 2011 to now
- Trinity Strategic WealthSep 1996 to now
- Tulsa Wealth AdvisorsSep 1996 to now
- Northeastern State UniversityJan 2017 to Oct 2021
- Raymond James Financial Services Advisors, IncJan 2009 to Oct 2025
- Raymond James Financial Services, Inc.Sep 1996 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2207428
- Firm CRD
- 337956