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Keith Randall Blumenstock

Modera Wealth Management, LLC

Charlotte, 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 2026-05-18
  • NC RA
    APPROVED
    Since 2026-05-18

Branch Locations

6700 Fairview Rd, Suite 360, Charlotte, NC 28210 • 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
Modera Wealth Management, Llc Westwood NJ 05/2026 Present
Pnc Investments Charlotte NC 08/2016 04/2026
Previous Registrations
  • 2014-10-27 → 2026-05-05
    Pnc Wealth Management Llc
    Chapel Hill, NC
    Chapel Hill, NC
    Raleigh, NC
    Charlotte, NC
    Newport News, VA
    Charlotte, NC
Other Businesses

01/01/2023 / Dog Sitter / Jordan Klansek / Non-investment related / Hours during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-27
S63 Uniform Securities Agent State Law Examination 2014-06-23
  • S66 Uniform Combined State Law Examination
    2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2014-06-23
Designations

View on SEC IAPD

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