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Jonie Marie Parks

Modera Wealth Management, LLC

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 2018-07-02
  • NC RA
    APPROVED
    Since 2018-07-02

Branch Locations

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
Matrix Wealth Advisors, Inc. Charlotte NC 06/2006 06/2018
Modera Wealth Management, Llc Charlotte NC 07/2018 Present
Previous Registrations
  • 2004-05-03 → 2018-07-02
    Matrix Wealth Advisors, Inc.
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-11-06
  • S63 Uniform Securities Agent State Law Examination
    1992-11-06
Designations
Other Names
  • Jonie Marie Dzubay
  • Joan Dzubay

View on SEC IAPD

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