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Timothy Stephen Koehl

Modera Wealth Management, LLC

Mclean, VA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-17
VA RA APPROVED 2022-11-17
  • TX RA
    APPROVED
    Since 2022-11-17
  • VA RA
    APPROVED
    Since 2022-11-17

Branch Locations

7601 Lewinsville Road Suite 210, Mclean, VA 22102 • 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
Bernhardt Wealth Management, Inc. Mclean VA 03/2010 11/2022
Modera Wealth Management, Llc Westwood NJ 11/2022 Present
Previous Registrations
  • 2010-03-12 → 2022-11-30
    Bernhardt Wealth Management, Inc.
    Mclean, VA
  • 2008-10-06 → 2010-02-26
    Charles Schwab & Co., Inc.
    Reston, VA
  • 2008-01-28 → 2008-06-25
    Edward Jones
    Front Royal, VA
    St Louis, MO
    Front Royal, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-24
S63 Uniform Securities Agent State Law Examination 1994-09-29
  • S66 Uniform Combined State Law Examination
    2008-01-24
  • S63 Uniform Securities Agent State Law Examination
    1994-09-29
Designations
Other Names
  • Tim Koehl
  • Tk Koehl
  • Tbone Koehl

View on SEC IAPD

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