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Patrick Joseph Moore

J.v.b. Financial Group, LLC

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About Patrick Joseph Moore

Patrick Moore has been working in the financial services industry since April 2001. Patrick is currently registered with J.v.b. Financial Group, LLC and is located in Locust Valley, New York. Patrick has previously been registered with JVB FINANCIAL GROUP, LLC, BROWNSTONE INVESTMENT GROUP, LLC, KNIGHT CAPITAL AMERICAS, L.P., KNIGHT LIBERTAS LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC.. Patrick holds Series 7, 24 and 63 licenses and the SIE exam.

Firm Information

Patrick Moore is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Patrick Moore’s Registration & Firm History

NY

01/31/2014 - Present

J.v.b. Financial Group, LLC (Locust Valley NY)

NY

12/16/2013 - 01/31/2014

JVB FINANCIAL GROUP, LLC (LOCUST VALLEY NY)

NY

05/18/2012 - 12/12/2013

BROWNSTONE INVESTMENT GROUP, LLC (NEW YORK NY)

CT

01/03/2011 - 04/27/2012

KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)

CT

11/12/2009 - 01/03/2011

KNIGHT LIBERTAS LLC (GREENWICH CT)

NY

06/01/2009 - 12/09/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

03/16/2001 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 03/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick Joseph Moore.
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