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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

MARK ANTHONY WILLOUGHBY

Advisor at MODERA WEALTH MANAGEMENT, LLC

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0793ea57-d61b-21d5-2ca0-ed5cd177381a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 24, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mark Anthony Willoughby

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Mar 24, 2004
First registration: Jun 24, 2002
Dual registered: no
IAPD individual key: 4340657

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 24, 2011	n/a	yes	ATLANTA, GA	Current employment
MODERA WEALTH MANAGEMENT	n/a	Mar 1, 2004	Dec 31, 2010	no	OLD TAPPAN, NJ	Previous registration
MODERA WEALTH MANAGEMENT	n/a	Jun 24, 2002	Nov 7, 2003	no	OLD TAPPAN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MODERA WEALTH MANAGEMENT	MODERA WEALTH MANAGEMENT, LLC	Dec 31, 2010	Jan 24, 2011	24	Firm change	Other

Relationships

Registered with (2)

→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 24, 2011 to presentfactForm ADV
→ MODERA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 1, 2004 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0793ea57-d61b-21d5-2ca0-ed5cd177381a
First observed: Jun 24, 2002
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARK ANTHONY WILLOUGHBY

Advisor at MODERA WEALTH MANAGEMENT, LLC

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0793ea57-d61b-21d5-2ca0-ed5cd177381a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MODERA WEALTH MANAGEMENT, LLC

Independent wealth

Jan 24, 2011

n/a

yes

ATLANTA, GA

Current employment

MODERA WEALTH MANAGEMENT

n/a

Mar 1, 2004

Dec 31, 2010

OLD TAPPAN, NJ

Previous registration

MODERA WEALTH MANAGEMENT

n/a

Jun 24, 2002

Nov 7, 2003

OLD TAPPAN, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MODERA WEALTH MANAGEMENT

MODERA WEALTH MANAGEMENT, LLC

Dec 31, 2010

Jan 24, 2011

Firm change

Other