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Inactive

Malinda Dornan

Modera Wealth Management, LLC

Westwood, NJ

Charlotte, NC

Charlotte, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-02
  • NC RA
    APPROVED
    Since 2026-01-02

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6700 Fairview Rd., Suite 360, Charlotte, NC 28210 • United States

6101 Carnegie Blvd Suite 220, Charlotte, NC 28209 • 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
Unemployed Charlotte NC 06/2020 07/2020
Novant Health Charlotte NC 07/2016 06/2020
Thrivent Investment Management Inc Mint Hill NC 07/2020 11/2025
Thrivent Financial Appleton WI 08/2020 12/2020
Thrivent Financial Appleton WI 12/2020 11/2025
Modera Wealth Management, Llc Westwood NJ 12/2025 Present
  • 06/2020 → 07/2020
    Unemployed
    Charlotte, NC
  • 07/2016 → 06/2020
    Novant Health
    Charlotte, NC
  • 07/2020 → 11/2025
    Thrivent Investment Management Inc
    Mint Hill, NC
  • 08/2020 → 12/2020
    Thrivent Financial
    Appleton, WI
  • 12/2020 → 11/2025
    Thrivent Financial
    Appleton, WI
  • 12/2025 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02
Other Names
  • Mindy Parman
  • Malinda Parman
  • Mindy Dornan

View on SEC IAPD

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Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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