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Current Employers
Private Group Wealth Management, Llc

Fredericksburg, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2003-10-08
  • TX RA
    APPROVED
    Since 2003-10-08

Branch Locations

Fredericksburg, TX • 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
Patrick L. Moore, Cpa Fredericksburg TX 07/2005 Present
Private Group Wealth Management, Llc Corpus Christi TX 05/2005 Present
Other Businesses

PATRICK L MOORE, CPA - SOLE PRACTITIONER - NOT INVESTMENT RELATED. 609 W. MAIN ST., FREDERICKSBURG, TEXAS 78624; A CPA PRACTICE, STARTED IN FALFURRIAS, TEXAS IN FEB 1979. APPROXIMATELY 1500 HOURS IS SPENT PREPARING TAX RETURNS AND AUDITS OF FINANCIAL STATEMENTS PER YEAR; THE PRACTICE CONTINUES THROUGH THE PRESENT TIME.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-28
  • S63 Uniform Securities Agent State Law Examination
    1995-12-28

View on SEC IAPD

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