DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Danny Lee Moore
Feed of 09/14/2026
Also filed as Danny Lee Moore
At current firm
1 y
since Sep 8, 2025
In the industry
29 y
since May 1, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Epg Wealth Management LLC independent RIA currentsince Sep 8, 2025 · Amelia Island, Fl
- Acg Wealth Inc. formerJul 31, 2009 to Nov 20, 2020 · Atlanta, Ga
- Triad Advisors, LLC formerMay 27, 2009 to Aug 4, 2009 · Atlanta, Ga
- LPL Financial LLC BD affiliatedAug 3, 2007 to May 27, 2009 · Atlanta, Ga
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Aug 6, 2007 · Atlanta, Ga
- Morgan Stanley Dw Inc. unclassifiedFeb 25, 2003 to Apr 2, 2007 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Acg Wealth Inc. to Epg Wealth Management LLCleft Nov 20, 2020, registered Sep 8, 2025 (1753 days) · RIA to RIA
- Triad Advisors, LLC to Acg Wealth Inc.left Aug 4, 2009, registered Jul 31, 2009 (-4 days) · Other
- LPL Financial LLC to Triad Advisors, LLCleft May 27, 2009, registered May 27, 2009 (0 days) · Other
- Morgan Stanley & Co. LLC to LPL Financial LLCleft Aug 6, 2007, registered Aug 3, 2007 (-3 days) · Other
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address