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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Daniel Matthew Moore

Advisor at BRIGHTON JONES LLC

Chicago, IL | SEATTLE, WA

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Search this name across graphsid dfx:ria:592b4100-d4e2-c5dd-9ce5-86e27b611902

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 8, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BRIGHTON JONES LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 17, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 17, 2012
First registration: May 8, 2012
Dual registered: no
Other names: DANIEL M MOORE|Dan M Moore
IAPD individual key: 5966945

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BRIGHTON JONES LLC	Independent wealth	Mar 25, 2025	n/a	yes	SEATTLE, WA\|Chicago, IL	Current employment
Savvy	Independent wealth	Aug 23, 2024	Mar 20, 2025	no	Plainfield, IL\|NEW YORK, NY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Dec 23, 2020	Jul 26, 2024	no	EVANSTON, IL\|Plainfield, IL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Nov 5, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 27, 2016	Jul 13, 2018	no	CHICAGO, IL\|EVANSTON, IL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	May 13, 2013	Aug 22, 2016	no	RIVERSIDE, IL\|EVANSTON, IL\|PARK RIDGE, IL\|SKOKIE, IL\|SKOKIE, IL\|SKOKIE, IL\|CHICAGO, IL\|GLENVIEW, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|EVANSTON, IL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 8, 2012	May 8, 2013	no	OSWEGO, IL\|OAK BROOK, IL\|OAK BROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Savvy	BRIGHTON JONES LLC	Mar 20, 2025	Mar 25, 2025	5	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	Savvy	Jul 26, 2024	Aug 23, 2024	28	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ADVICE AND PLANNING SERVICES	Nov 5, 2020	Dec 23, 2020	48	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
PNC WEALTH MANAGEMENT	STRATEGIC ADVISERS LLC	Aug 22, 2016	Sep 27, 2016	36	Firm change	Other
EQUITABLE ADVISORS, LLC	PNC WEALTH MANAGEMENT	May 8, 2013	May 13, 2013	5	Firm change	Other

Relationships

Registered with (7)

→ BRIGHTON JONES LLCRegistered adviserregistration: current employment
Mar 25, 2025 to presentfactForm ADV
→ SAVVYRegistered adviserregistration: previous registration
Aug 23, 2024 to Mar 20, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 23, 2020 to Jul 26, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Nov 5, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 27, 2016 to Jul 13, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 13, 2013 to Aug 22, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 8, 2012 to May 8, 2013factForm ADV

Dated events

Occurred
Mar 20, 2025
Advisor changed firm
Daniel Matthew Moore left Savvy for Brighton Jones Llc (registered 2025-03-25)
Form ADVobserved 5 days ago
Occurred
Jul 26, 2024
Advisor changed firm
Daniel Matthew Moore left Advice And Planning Services for Savvy (registered 2024-08-23)
Form ADVobserved 5 days ago