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Ashley M Gragtmans

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-26
TX RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-26
  • TX RA
    APPROVED
    Since 2023-04-26

Branch Locations

6 Wall Street, Asheville, NC 28801 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Parsec Financial Management Inc. Asheville NC 01/2014 12/2020
Parsec Financial Managment Inc. Asheville NC 12/2020 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 12/2023
Modera Wealth Management, Llc Westwood NJ 12/2023 Present
Previous Registrations
  • 2013-10-22 → 2023-04-27
    Parsec Financial
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-22
  • S65 Uniform Investment Adviser Law Examination
    2013-10-22
Designations
Other Names
  • Ashley Miranda Woodring
  • Ashley M Woodring

View on SEC IAPD

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