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

Daniel Matthew Moore

Brighton Jones LLCindependent RIAChicago, Il IA-onlyIAPD 5966945

Certified Financial Planner

Feed of 09/14/2026

Also filed as Daniel M Moore

At current firm

1 y

since Mar 25, 2025

In the industry

14 y

since Jan 17, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Brighton Jones LLC independent RIA current
since Mar 25, 2025 · Seattle, Wa
Savvy independent RIA
Aug 23, 2024 to Mar 20, 2025 · Plainfield, Il
Advice And Planning Services BD affiliated
Dec 23, 2020 to Jul 26, 2024 · Evanston, Il
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Nov 5, 2020 · Boston, Ma
Strategic Advisers LLC national BD
Sep 27, 2016 to Jul 13, 2018 · Chicago, Il
Pnc Wealth Management BD affiliated
May 13, 2013 to Aug 22, 2016 · Riverside, Il
Equitable Advisors, LLC national BD
May 8, 2012 to May 8, 2013 · Oswego, Il

Moves

a registration end followed by a registration begin elsewhere

Savvy to Brighton Jones LLC
left Mar 20, 2025, registered Mar 25, 2025 (5 days) · RIA to RIA
Advice And Planning Services to Savvy
left Jul 26, 2024, registered Aug 23, 2024 (28 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Advice And Planning Services
left Nov 5, 2020, registered Dec 23, 2020 (48 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Pnc Wealth Management to Strategic Advisers LLC
left Aug 22, 2016, registered Sep 27, 2016 (36 days) · Other
Equitable Advisors, LLC to Pnc Wealth Management
left May 8, 2013, registered May 13, 2013 (5 days) · Other

Signals

Daniel Matthew Moore left Savvy for Brighton Jones Llc (registered 2025-03-25)
Mar 20, 2025 · Advisor changed firm · fact
Daniel Matthew Moore left Advice And Planning Services for Savvy (registered 2024-08-23)
Jul 26, 2024 · Advisor changed firm · fact

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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address