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Joseph Ryan Moore

Portia Capital Management

Fort Worth, TX

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Current Employers
Portia Capital Management

4127 Trails End Drive Suite 1911, Fort Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-21
  • TX RA
    APPROVED
    Since 2022-10-21

Branch Locations

4127 Trails End Drive Suite 1911, Fort Worth, TX 76116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Texas Family Dental/Snoring Solutions Dallas TX 04/2016 02/2017
Axa Advisors Edmond OK 08/2016 03/2018
Optimum Investment Advisors, Llc Dallas TX 03/2018 02/2022
Prota Financial Dallas TX 02/2022 08/2022
Portia Capital Management, Llc Fort Worth TX 02/2022 Present
  • 04/2016 → 02/2017
    Texas Family Dental/Snoring Solutions
    Dallas, TX
  • 08/2016 → 03/2018
    Axa Advisors
    Edmond, OK
  • 03/2018 → 02/2022
    Optimum Investment Advisors, Llc
    Dallas, TX
  • 02/2022 → 08/2022
    Prota Financial
    Dallas, TX
  • 02/2022 → Present
    Portia Capital Management, Llc
    Fort Worth, TX
Previous Registrations
  • 2018-03-20 → 2022-09-22
    Optimum Investment Advisors, Llc
    Dallas, TX
    Chicago, IL
  • 2022-02-17 → 2022-08-11
    Prota Financial
    Houston, TX
    Dallas, TX
  • 2017-11-14 → 2018-04-11
    Equitable Advisors, Llc
    Oklahoma City, OK
    Dallas, TX
    Oklahoma City, OK
    Edmond, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
  • S66 Uniform Combined State Law Examination
    2017-05-22
Other Names
  • Joseph Moore

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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