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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Aug 17, 2021

First registration

Jul 28, 2022

Dual registered

no

Other names

JOSEPH Glenn VALERIO|JOSEPH VALERIO

IAPD individual key

7394193

• Occurred

  Jul 10, 2026
  Advisor changed firm

  Joseph Glenn Valerio left Northstar Financial Planners, Inc. for Modera Wealth Management, Llc (registered 2026-07-13)

  Form ADVobserved 5 days ago
• Occurred

  Dec 19, 2024
  Advisor changed firm

  Joseph Glenn Valerio left Merriman for Northstar Financial Planners, Inc. (registered 2025-01-10)

  Form ADVobserved 5 days ago
• Occurred

  Oct 4, 2023
  Advisor changed firm

  Joseph Glenn Valerio left Vanguard Advisers, Inc. for Merriman (registered 2023-10-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:23fcf2ab-7b49-2cc8-134a-7804740d59b5

First observed

Jul 28, 2022

Last observed

Sep 14, 2026 6 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.