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Patrick Moore

Hughes Financial Services, LLC

Herndon, VA

CRD 7027228

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Employer firm

Hughes Financial Services, LLC CRD 173195

$760M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hughes Financial Services, Llc

2201 Cooperative Way Suite 150, Herndon, VA 20171 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-10-19
  • VA RA
    APPROVED
    Since 2018-10-19

Branch Locations

2201 Cooperative Way Suite 150, Herndon, VA 20171 • 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
Hughes Financial Services, Llc Herndon VA 06/2018 Present
Hughes Financial Services, Llc Herndon VA 09/2016 06/2018
George Mason University Fairfax VA 09/2016 05/2018
Hughes Financial Services, Llc Herndon VA 06/2016 09/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-19
  • S65 Uniform Investment Adviser Law Examination
    2018-10-19

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BIRKS FINANCIAL CORP.

Nearby Investors

JONATHAN DANIEL MYERS
CHARLES ALEXANDER BASKERVILL
DOUGLAS FRENCH

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA

More in Herndon, VA

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