John P Moore

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-26
GA	RA	APPROVED	2025-02-03

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	08/2024	Present
Curtis & Co	Richmond	VA	06/2023	09/2023
Attain Partners	Mclean	VA	06/2022	07/2022
University Of Virginia	Charlottesville	VA	08/2020	05/2024
Letswim Inc	Brambleton	VA	06/2019	08/2019
Snow Swimming	Sterling	VA	01/2018	05/2019
Loudoun County Public Schools	Ashburn	VA	09/2009	05/2020
Bank Of America, N.A.	Atlanta	GA	12/2024	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2023 → 09/2023

Curtis & Co

Richmond, VA
06/2022 → 07/2022

Attain Partners

Mclean, VA
08/2020 → 05/2024

University Of Virginia

Charlottesville, VA
06/2019 → 08/2019

Letswim Inc

Brambleton, VA
01/2018 → 05/2019

Snow Swimming

Sterling, VA
09/2009 → 05/2020

Loudoun County Public Schools

Ashburn, VA
12/2024 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-30