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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-26 |
Branch Locations
6 Wall Street, Asheville, NC 28801 • 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. | Asheville | NC | 01/2016 | 04/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | 02/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 02/2025 | Present |
1) Southern Appalachian Highlands Conservancy 2) Not investment related 3) 372 Merrimon Ave, Asheville, NC 28801 4) Land Conservancy 5) Secretary & Finance Committee 6) 2014 7) 1-5 hrs/month 8) 1-3 hrs/month 9) Serve on investment committee & executive committee 1) Helpmate 2) Not investment related 3) 35 Woodfin St. Asheville, NC 28801 4) Domestic violence services 5) Board Member, Finance Committee 6) 2021 7) 2 hrs month 8) 0 9) serve on the finance committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-20 |
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