PATRICK T. MOORE

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CRD#: 5756258

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

PATRICK T. MOORE, who also goes by Pat Moore, was a registered financial professional .

PATRICK is a previously registered financial professional and started their career in finance in 2010. PATRICK had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Biography

Pat utilizes more than 35 years of consulting and advisory experience to benefit his clients. His career has been marked by a common overarching theme – the passion for helping people succeed. He serves clients through holistic financial planning, formulating disciplined investment strategies, and providing proactive personal service. Pat graduated from Texas Tech University, receiving with Honors a Bachelor of Business Administration in Management and a Master’s Degree in Business Administration. While at Texas Tech, he was a four-year letterman and co-captain of the baseball team. Pat is a devoted community advocate and volunteer. He currently serves as the executive director of Good Sense, a personal finance ministry designed to help transform financial struggles into life-changing financial health and freedom. He has also worked extensively with non-profit organizations dedicated to permanently lifting families out of poverty. Pat also commits his efforts to community economic development projects. A long-time baseball and softball coach, he is past president of a youth baseball/softball organization and served as a volunteer assistant coach for Oklahoma Wesleyan University. He is also active in his church community. Pat and his wife, Rene, have two grown children.

Question & Answer

Are you a "fiduciary"?

Aliases

Pat Moore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 6, 2020 - April 15, 2025

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Bartlesville, OK

Past

April 12, 2017 - March 18, 2020

REPUBLIC WEALTH ADVISORS

RIA

CRD#: 114305

BARTLESVILLE, OK

Past

March 16, 2017 - March 21, 2017

REPUBLIC WEALTH ADVISORS

RIA

CRD#: 114305

BARTLESVILLE, OK

Past

April 10, 2012 - March 9, 2017

ARVEST WEALTH MANAGEMENT

CRD#: 42057

BARTLESVILLE, OK

Past

December 22, 2011 - March 9, 2017

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

BARTLESVILLE, OK

Past

March 25, 2010 - December 20, 2011

REPUBLIC WEALTH ADVISORS

RIA

CRD#: 114305

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/18/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/24/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2012

General Securities Representative Examination

Current Firm

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

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Contact information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Mailing Address

Phone number

(888) 885-8101

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCER GLOBAL ADVISORS INC. ADV PART 2A AUGUST 21 2025 (8/21/2025)

Regulatory assets under management

Total Number of Accounts	99,044
AUM (Assets Under Management)	$ 60,256,270,580

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
07/31/2024	Cover Page	Report
09/28/2023	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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PATRICK T. MOORE

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REPUBLIC WEALTH ADVISORS

REPUBLIC WEALTH ADVISORS

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

REPUBLIC WEALTH ADVISORS

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/18/2012

Series 65

Date: 3/24/2010

SIE

Date: 3/9/2017

Series 7

Date: 4/9/2012

Current Firm

MERCER GLOBAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERCER GLOBAL ADVISORS INC.

TRUST BUT VERIFY

Contact information

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