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Tammy Lynn Lejune

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 2024-07-01
  • NC RA
    APPROVED
    Since 2024-07-01

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 Charlotte NC 04/2023 Present
Parsec Financial Asheville NC 06/2021 04/2023
Parsec Financial Asheville NC 08/2018 06/2021
Archdiocese Of Galveston Houston Houston TX 08/2007 07/2018
  • 04/2023 → Present
    Modera Wealth Management
    Charlotte, NC
  • 06/2021 → 04/2023
    Parsec Financial
    Asheville, NC
  • 08/2018 → 06/2021
    Parsec Financial
    Asheville, NC
  • 08/2007 → 07/2018
    Archdiocese Of Galveston Houston
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-06-29
Other Names
  • Tammy Lynn Forbes
  • Tammy Lynn Torbitt

View on SEC IAPD

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