Bonnie J. Moseley

MOFFATT FINANCIAL STRATEGIES

FORT WORTH, TX 76102

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CRD#: 3005074

Professional summary

Bonnie Jean Moseley, CFP®, who also goes by Bonnie J Moseley, is a registered financial advisor currently at MOFFATT FINANCIAL STRATEGIES located in Fort Worth, Texas.

Bonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bonnie has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bonnie J Moseley

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.

1) LWM INSURANCE SOLUTIONS; INV RELATED; 420 THROCKMORTON STREET, SUITE 200 FORT WORTH TX 76102; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS. 2) I remain employed at my current firm, Intelligence Driven Advisers until 10/03/2025, as an IAR, I receive no commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Jean Moseley's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 17, 2025 - Present

MOFFATT FINANCIAL STRATEGIES

Office #1: 425 Houston Street Suite 575, Fort Worth, TX 76102

RIA

CRD#: 335975

FORT WORTH, TX

Past

January 3, 2019 - November 14, 2025

INTELLIGENCE DRIVEN ADVISERS, LLC

RIA

CRD#: 299589

CARLSBAD, CA

Past

August 7, 2015 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

Fort Worth, TX

Past

January 27, 2014 - July 29, 2015

SBR FINANCIAL GROUP

RIA

CRD#: 167396

SAN DIEGO, CA

Past

April 22, 2009 - January 31, 2014

ALDRICH WEALTH LP

RIA

CRD#: 147200

CARLSBAD, CA

Past

April 20, 2004 - February 7, 2008

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

September 13, 2001 - March 30, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

October 27, 1998 - September 4, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

March 25, 1998 - July 11, 2000

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/17/2025)

IAR

Texas
(10/17/2025)

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

IAR

Series 65

Date: 4/21/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/24/1998

General Securities Representative Examination

Current Firm

MOFFATT FINANCIAL STRATEGIES

818 WEALTH, LLC | MOFFATT FINANCIAL STRATEGIES

CRD#: 335975 / SEC#:

California

Registered Investment Advisory firm - (10/6/2025 Approved)

Louisiana

Registered Investment Advisory firm - (7/18/2025 Approved)

Texas

Registered Investment Advisory firm - (7/17/2025 Approved)

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Contact information

Main Address

425 Houston Street Suite 575, Fort Worth, TX 76102

Mailing Address

Phone number

(682) 747-0134

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 197,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Bonnie J. Moseley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Jean Moseley's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENCE DRIVEN ADVISERS, LLC

LABRUM WEALTH MANAGEMENT, LLC

SBR FINANCIAL GROUP

ALDRICH WEALTH LP

TD AMERITRADE, INC.

A. G. EDWARDS & SONS, INC.

EDWARD JONES

CINCINNATI ANALYSTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2009

Series 63

Date: 2/26/1998

Series 7

Date: 3/24/1998

Current Firm

MOFFATT FINANCIAL STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOFFATT FINANCIAL STRATEGIES

TRUST BUT VERIFY

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