Bonnie Moseley has been an investment adviser representative at 818 Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners. Bonnie Moseley holds a BBA in Finance from Texas A&M University.
818 Wealth, LLC is a Fort Worth, TX firm with $117M under management, 181 clients and 4 advisers in one office, as of its March 2026 filing.
Bonnie Moseley is Senior Partner and Wealth Advisor of Moffatt Financial Strategies, based in Fort Worth, TX. She has over 30 years of experience, and her career spans major brokerage firms including Charles Schwab and TD Ameritrade, as well as CPA and investment advisory firms. She handles financial, tax and estate planning and is an instructor for TCU's Extended Education program.
Bonnie Moseley’s longest registration was 6 years at Intelligence Driven Advisers, LLC (2019–2025). Before joining 818 Wealth in 2025, Bonnie Moseley was registered through Intelligence Driven Advisers, LLC and Labrum Wealth Management, LLC.
- Moffatt Financial StrategiesCurrent– present · 1 yearFort Worth, TX · Adviser representative · Firm CRD 335975
- Intelligence Driven Advisers, LLC– · 6 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 3 yearsFort Worth, TX · Adviser representative · Firm CRD 150734
- SBR Financial Group– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 167396
- Akt Wealth Advisors, LP– · 4 yearsCarlsbad, CA · Adviser representative · Firm CRD 147200
Professional designations
Listed by 818 Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bonnie Moseley is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- CaliforniaSince 17 October 2025
- TexasSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2009 |
| Series 7 | General Securities Representative Examination | 24 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Bonnie Jean Moseley
- CRD
- 3005074
- Firm
- 818 Wealth · CRD 335975
- Office
- 425 HOUSTON STREET, SUITE 575, Fort Worth, TX 76102
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- moffattfinancialstrategies.com
Where does Bonnie Moseley work?
Bonnie Moseley is an investment adviser representative registered through 818 Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bonnie Moseley a financial advisor?
Yes. Bonnie Moseley has a current investment-adviser registration in California and Texas, through 818 Wealth since October 2025.
How many years of experience does Bonnie Moseley have?
Bonnie Moseley has 17 years in the financial industry, since April 2009, across 5 adviser firms.
What exams has Bonnie Moseley passed?
Bonnie Moseley has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in February 1998.
Where did Bonnie Moseley work before 818 Wealth?
Before 818 Wealth, Bonnie Moseley was registered through Labrum Wealth Management, LLC, August 2015 to March 2019; SBR Financial Group, January 2014 to July 2015; Akt Wealth Advisors, LP, April 2009 to January 2014.
Where is Bonnie Moseley based?
Bonnie Moseley’s registered office is in Fort Worth, TX.
Is Bonnie Moseley registered with FINRA?
No. Bonnie Moseley has no current broker registration.
Is Bonnie Moseley a CFP?
818 Wealth lists Bonnie Moseley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Bonnie Moseley biography, moffattfinancialstrategies.com
How can I verify Bonnie Moseley’s record?
Search CRD 3005074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bonnie Moseley’s full registration record.
