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Joshua Eugene William Moore

Mainsail Financial Group

Bellevue, WA

CRD 7399790

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Employer firm

Mainsail Financial Group CRD 317970

$404M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mainsail Financial Group

11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-09-23
NH RA APPROVED 2025-03-05
AK RA APPROVED 2025-03-04
CA RA APPROVED 2025-03-03
TX RA APPROVED_RES 2025-03-03
WA RA APPROVED 2025-03-03
  • OR RA
    APPROVED
    Since 2025-09-23
  • NH RA
    APPROVED
    Since 2025-03-05
  • AK RA
    APPROVED
    Since 2025-03-04
  • CA RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED_RES
    Since 2025-03-03
  • WA RA
    APPROVED
    Since 2025-03-03

Branch Locations

11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sightlife Seattle WA 12/2014 06/2021
Edward Jones St Louis MO 07/2021 Present
Sightlife Seattle WA 12/2014 06/2021
Edward Jones Seattle WA 07/2021 Present
Mainsail Financial Group, Llc Bellevue WA 02/2025 Present
  • 12/2014 → 06/2021
    Sightlife
    Seattle, WA
  • 07/2021 → Present
    Edward Jones
    St Louis, MO
  • 12/2014 → 06/2021
    Sightlife
    Seattle, WA
  • 07/2021 → Present
    Edward Jones
    Seattle, WA
  • 02/2025 → Present
    Mainsail Financial Group, Llc
    Bellevue, WA
Previous Registrations
  • 2021-09-14 → 2025-02-11
    Edward Jones
    Seattle, WA
    St Louis, MO
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-11
  • S66 Uniform Combined State Law Examination
    2021-09-11
Other Names
  • Joshua E.W. Moore

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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