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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
6700 Fairview Road Suite 360, Charlotte, NC 28210 • United States
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsec Financial Management, Inc. | Charlotte | NC | 08/2004 | 04/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | Present |
1) Ziemer Funeral Homes 2) Not investment related 3) 800 S. Hebron, Evansville IN 47714 4) Service- Funeral Home 5) Board Member 6) 4/4/1997 7) 1 hr/month 8) 0 hrs/month 9) Attend annual board meeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
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