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Advisor at MODERA WEALTH MANAGEMENT, LLC
WESTWOOD, NJ | Atlanta, GA
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 4, 2026 | n/a | yes | WESTWOOD, NJ|Atlanta, GA | Current employment |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Nov 22, 2005 | Aug 31, 2009 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUEWEALTH MANAGEMENT | MODERA WEALTH MANAGEMENT, LLC | Aug 31, 2009 | Aug 4, 2026 | 6,182 | Firm change after gap | Other |