Danny Lee Moore

Employer firm

Epg Wealth Management LLC CRD 302075

$579M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 01/2017
  Triad Advisors, Inc
  Norcross, GA
• 07/2009 → 11/2020
  Acg Wealth Inc
  Atlanta, GA
• 01/2017 → Present
  Arkadios Capital
  Atlanta, GA
• 06/2019 → Present
  Epg Wealth Management Llc
  Atlanta, GA
• 12/2007 → Present
  Dlm Financial Servies, Inc
  Atlanta, GA

Previous Registrations

• 2009-07-31 → 2020-11-20
  Acg Wealth Inc.
  Atlanta, GA
  Jacksonville, FL
• 2009-05-27 → 2009-08-04
  Triad Advisors Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2007-08-03 → 2009-05-27
  Lpl Financial Llc
  Atlanta, GA
• 2007-04-02 → 2007-08-06
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2003-02-25 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. DLM FINANCIAL SERVICES, INC., NOT INVESTMENT RELATED; ATLANTA,GA 30305;PASS THROUGH; CEO, CFO, OWNER; 12/26/2007;0 HRS/MONTH;0 HRS DURING TRADING;PRESIDENT

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-24
• S65 Uniform Investment Adviser Law Examination
  1997-05-01

Other Names

• Danny Lee Moore