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RIA / WealthAdvisorCertified Financial Planner28 years in industry

BONNIE JEAN MOSELEY

Advisor at MOFFATT FINANCIAL STRATEGIES

FORT WORTH, TX

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Search this name across graphsid dfx:ria:ce8750ad-7e1d-5065-88db-a2941ba7a70f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOFFATT FINANCIAL STRATEGIES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 26, 1998
First registration: Apr 22, 2009
Dual registered: no
Other names: BONNIE J MOSELEY|BONNIE J MOSELEY
IAPD individual key: 3005074

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOFFATT FINANCIAL STRATEGIES	Independent wealth	Oct 17, 2025	n/a	yes	FORT WORTH, TX	Current employment
INTELLIGENCE DRIVEN ADVISERS, LLC	Independent wealth	Jan 3, 2019	Nov 14, 2025	no	FORT WORTH, TX\|CARLSBAD, CA	Previous registration
LABRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 7, 2015	Mar 1, 2019	no	SAN DIEGO, CA\|CARLSBAD, CA\|Fort Worth, TX	Previous registration
SBR FINANCIAL GROUP	n/a	Jan 27, 2014	Jul 29, 2015	no	SAN DIEGO, CA	Previous registration
ALDRICH WEALTH LP	Independent wealth	Apr 22, 2009	Jan 31, 2014	no	CARLSBAD, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTELLIGENCE DRIVEN ADVISERS, LLC	MOFFATT FINANCIAL STRATEGIES	Nov 14, 2025	Oct 17, 2025	-28	Firm change	RIA to RIA
LABRUM WEALTH MANAGEMENT, LLC	INTELLIGENCE DRIVEN ADVISERS, LLC	Mar 1, 2019	Jan 3, 2019	-57	Firm change after gap	RIA to new firm
SBR FINANCIAL GROUP	LABRUM WEALTH MANAGEMENT, LLC	Jul 29, 2015	Aug 7, 2015	9	Firm change	Other
ALDRICH WEALTH LP	SBR FINANCIAL GROUP	Jan 31, 2014	Jan 27, 2014	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167396:150734:CA:2015-07-29	Jul 29, 2015	Aug 7, 2015	SAN DIEGO, CA	Firm change

Relationships

Registered with (5)

→ MOFFATT FINANCIAL STRATEGIESRegistered adviserregistration: current employment
Oct 17, 2025 to presentfactForm ADV
→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: previous registration
Jan 3, 2019 to Nov 14, 2025factForm ADV
→ LABRUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 7, 2015 to Mar 1, 2019factForm ADV
→ SBR FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 27, 2014 to Jul 29, 2015factForm ADV
→ ALDRICH WEALTH LPRegistered adviserregistration: previous registration
Apr 22, 2009 to Jan 31, 2014factForm ADV

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
Bonnie Jean Moseley left Intelligence Driven Advisers, Llc for Moffatt Financial Strategies (registered 2025-10-17)
Form ADVobserved 6 days ago