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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-09 |
Branch Locations
Glenridge Highlands One 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Banks | Atlanta | GA | 11/2014 | 01/2018 |
| Wells Fargo, Private Bank | Atlanta | GA | 02/2018 | 06/2019 |
| Wells Fargo, Private Bank | Nashville | TN | 06/2019 | 08/2020 |
| Ameris Bank | Atlanta | GA | 08/2020 | 04/2021 |
| Homrich Berg Wealth Management, Llc | Atlanta | GA | 04/2021 | 08/2022 |
| Modera Wealth Management, Llc | Westwood | NJ | 08/2022 | Present |
NAME OF OBA: FINANCIAL PLANNING ASSOCIATION; ADDRESS OF OBA: 3227 S. CHEROKEE LANE, $1320, WOODSTOCK, GA 30188; NATURE: BOARD OF DIRECTORS; INVESTMENT RELATED: NO; TITLE WITH OBA: PUBLIC RELATIONS DIRECTOR; DUTIES: UTILIZE SOCIAL MEDIA AND MANAGE THE CHAPTER'S WEBSITE TO PROMOTE THE ORGANIZATION'S EVENTS. LEADS A SMALL TEAM OF VOLUNTEERS ON THE PUBLIC RELATIONS COMMITTEE. ATTEND AND PARTICIPATE IN QUARTERLY BOARD MEETINGS.; START DATE: 01/01/2022; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
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