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Advisor at MODERA WEALTH MANAGEMENT, LLC
Charlotte, NC | WESTWOOD, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | Independent wealth | Aug 17, 2026 | n/a | yes | WESTWOOD, NJ|Charlotte, NC | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Feb 16, 2024 | Aug 13, 2026 | no | Charlotte, NC|Charlotte, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | MODERA WEALTH MANAGEMENT, LLC | Aug 13, 2026 | Aug 17, 2026 | 4 | Firm change | Ibd to RIA |