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.

Current firm

THE PATRIOT FINANCIAL GROUP, 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

Dec 10, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Dec 10, 1993

First registration

Sep 13, 2007

Dual registered

yes, broker-dealer

Other names

JILL AARON MOORE

IAPD individual key

2391007

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5fa7f90d-d92b-c4b4-d632-19f4181a10ed

First observed

Sep 13, 2007

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.