Patrick G Moore
Investment Adviser Representative at Oneseven
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick G. Moore is an investment adviser representative with Oneseven in Lawrenceville, GA, where they have been registered since 2019. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Tavco Financial Advisory, Inc and First Heartland Consultants, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transition PlanningJun 2015 – no end date reportedPelham, AL
- First Heartland Capital IncSep 2015 – Dec 2018Lake St Louis, MO
- The Tavenner CompanyJan 2019 – Dec 2019Springfield, OH
- Tavco Financial Advisory, Inc.Jan 2019 – Dec 2019Springfield, OH
- MGO ONE SEVEN LLC dba IRONCLAD WEALTH MANAGEMENTDec 2019 – no end date reportedBeachwood, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneseven
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 118
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Beachwood, OH
- SEC file number:
- 801-107829
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 22, 2026
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Showing 12 of 118 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick G Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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