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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
56 Jefferson Avenue, Westwood, NJ 07675 • United States
6 Wall Street, Asheville, NC 28801 • 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 | Present |
1) OnTrack Financial Education and Counseling 2) Not investment-related 3) 50 S French Broad Ave, Asheville, NC 28801 4) Non-profit helping people get out of debt, build assets, budget, and reach financial goals 5) Oversee the Executive Director and provide input to the organization's operations. 6) 2014 7) 8 hrs/month 8) 6 hrs/month 9) Lead board meetings 1) Mountain True 2) Not Investment Related 3) 29 N Market St STE 610, Asheville, NC 28801 4) Environment related 5) Member of Board of Directors 6) Member 6) 1/2023 7) 4 hrs/month 8) 0 hrs/month 9) Serve on board of directors for environment focused non-profit Harli and Kevin Palme; rental real estate property, not investment related; 183 Pearson Dr., Asheville, NC 28801; owner; 2/1/2018; 0 hours/month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-20 |
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