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10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2007-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams Wealth Advisors Llc | Yakima | WA | 12/2006 | Present |
| Moss Adams, Llp | Yakima | WA | 09/1998 | Present |
MOSS ADAMS, LLP; 402 EAST YAKIMA AVENUE, SUITE 110, YAKIMA, WASHINGTON 98907 - TAX SENIOR MANAGER IN A CPA FIRM. DUTIES INCLUDE PREPARATION AND REVIEW OF INCOME, ESTATE, AND OTHER TAX RETURNS, VARIOUS TYPES OF TAX AND BUSINESS PLANNING, MANAGING CLIENT RELATIONSHIPS, AND SUPERVISING STAFF. ACTIVITY IS NOT INVESTMENT RELATED. EMPLOYMENT BEGAN ON 9/8/1998. TOTAL HOURS DEDICATED APPROXIMATE 2,380 PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
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