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RIA / WealthAdvisor16 years in industry

PATRICK JOSEPH MOORE

Advisor at CBK FINANCIAL ADVISORS LLC

MESA, AZ

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Search this name across graphsid dfx:ria:e9502aba-8863-9d26-2789-213f6b0c015d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 19, 2010 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: CBK FINANCIAL ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 14, 2010
First registration: Oct 19, 2010
Dual registered: no
Other names: PATRICK MOORE|PATRICK J. MOORE|PAT MOORE
IAPD individual key: 5777805

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
CBK FINANCIAL ADVISORS LLC	State registered	Feb 23, 2018	n/a	yes	MESA, AZ	Current employment
FUTURE BRIGHT	Independent wealth	Jul 15, 2015	Feb 21, 2018	no	MESA, AZ\|MAPLE GROVE, MN	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Nov 20, 2013	Mar 3, 2015	no	PHOENIX, AZ\|Gilbert, AZ	Previous registration
CONTEGO CAPITAL GROUP, INC.	Mixed wealth	Oct 19, 2010	Nov 9, 2012	no	MESA, AZ\|EDINA, MN	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
FUTURE BRIGHT	CBK FINANCIAL ADVISORS LLC	Feb 21, 2018	Feb 23, 2018	2	Firm change	RIA to state RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	FUTURE BRIGHT	Mar 3, 2015	Jul 15, 2015	134	Firm change	Other
CONTEGO CAPITAL GROUP, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Nov 9, 2012	Nov 20, 2013	376	Firm change	Other

Relationships

Registered with (4)

→ CBK FINANCIAL ADVISORS LLCRegistered adviserregistration: current employment
Feb 23, 2018 to presentfactForm ADV
→ FUTURE BRIGHTRegistered adviserregistration: previous registration
Jul 15, 2015 to Feb 21, 2018factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Nov 20, 2013 to Mar 3, 2015factForm ADV
→ CONTEGO CAPITAL GROUP, INC.Registered adviserregistration: previous registration
Oct 19, 2010 to Nov 9, 2012factForm ADV

Dated events

No dated event names this entity yet.