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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
6700 Fairview Rd. Suite 360, Charlotte, NC 28210 • United States
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsec Financial Management, Inc. | Charlotte | NC | 01/2001 | 04/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | Present |
1) KARROUSEL KIDS, INC., 126 EAST CHARLES STREET, MATTHEWS, NC 28106. IT IS A CHILDREN'S STORE OPERATED BY MY WIFE. I OWN 49% OF THE BUSINESS, YET DEVOTE NO HOURS TO THE BUSINESS. IT IS NOT INVESTMENT RELATED. 2) LISKY LLC, NOT INVESTMENT RELATED; 1643 PARADISE LAKE DR. MOUNT PLEASANT, SC; YACHT CHARTER COMPANY; OWNER; START 12/31/2019; DEVOTE 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PLACE YACHT FOR CHARTER SERVICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-25 |
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