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110 S. 9Th St. Suite 310, Tacoma, WA 98402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moser Wealth Advisors | Bellevue | WA | 05/2015 | 10/2025 |
| Mkt And Associates Llc | Tacoma | WA | 10/2025 | Present |
Watermark Wealth Partners LLC Gig Harbor, WA dba for advisory services. Since 10/2025 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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