Inactive

Tyler Alfonso Suing

Modera Wealth Management, LLC

Grand Rapids, MI

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Current Employers

Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-07-27

MI RA
APPROVED

Since 2026-07-27

Branch Locations

Grand Rapids, MI • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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

Organization	City	State	From	To
Modera Wealth Management	Asheville	NC	09/2024	Present
Modera Wealth Management	Asheville	NC	04/2023	09/2024
Parsec Financial Management	Asheville	NC	03/2020	04/2023
Starbucks	Asheville	NC	07/2019	03/2020
Formulafolio Investments	Grand Rapids	MI	01/2018	05/2019
Regal Financial Group	Kentwood	MI	02/2017	12/2017
Jackson National Life Insurance	Lansing	MI	02/2015	02/2017

09/2024 → Present

Modera Wealth Management

Asheville, NC
04/2023 → 09/2024

Modera Wealth Management

Asheville, NC
03/2020 → 04/2023

Parsec Financial Management

Asheville, NC
07/2019 → 03/2020

Starbucks

Asheville, NC
01/2018 → 05/2019

Formulafolio Investments

Grand Rapids, MI
02/2017 → 12/2017

Regal Financial Group

Kentwood, MI
02/2015 → 02/2017

Jackson National Life Insurance

Lansing, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-18

S65 Uniform Investment Adviser Law Examination

2024-12-18

View on SEC IAPD

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