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.

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Mar 4, 2016

First registration

Mar 4, 2016

Dual registered

no

IAPD individual key

6608745

• Occurred

  Nov 30, 2022
  Advisor changed firm

  Jordan Rubin left Bernhardt Wealth Management, Inc. for Modera Wealth Management, Llc (registered 2022-11-17)

  Form ADVobserved 4 days ago
• Occurred

  Jan 28, 2022
  Advisor changed firm

  Jordan Rubin left Evermay Wealth Management, Llc for Bernhardt Wealth Management, Inc. (registered 2022-02-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:218fc7a2-0de2-a154-ea2f-debe628be5fa

First observed

Mar 4, 2016

Last observed

Sep 14, 2026 5 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.