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Gregory Paul Wheeler

Modera Wealth Management, LLC

Inverness, FL

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-02
  • FL RA
    APPROVED
    Since 2022-06-02

Branch Locations

221 W. Main Street Suite A, Inverness, FL 34450 • 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
Texas Yale Capital Corp St. Petersburg FL 04/2015 05/2018
Texas Yale Capital Corp St. Petersburg FL 05/2018 05/2020
Texas Yale Capital Corp St. Petersburg FL 05/2020 04/2022
Modera Wealth Management, Llc Westwood NJ 04/2022 Present
  • 04/2015 → 05/2018
    Texas Yale Capital Corp
    St. Petersburg, FL
  • 05/2018 → 05/2020
    Texas Yale Capital Corp
    St. Petersburg, FL
  • 05/2020 → 04/2022
    Texas Yale Capital Corp
    St. Petersburg, FL
  • 04/2022 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Designations

View on SEC IAPD

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MODERA WEALTH MANAGEMENT, LLC · Inverness, FL
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