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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

May 9, 2021

First registration

May 12, 2021

Dual registered

no

IAPD individual key

7279804

• Occurred

  Apr 11, 2025
  Advisor changed firm

  Richard Andrew Widick left Cps Investment Advisors for Modera Wealth Management, Llc (registered 2025-05-14)

  Form ADVobserved 4 days ago
• Occurred

  Jul 27, 2022
  Advisor changed firm

  Richard Andrew Widick left Lpl Financial Llc for Cps Investment Advisors (registered 2023-03-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7e453cc9-3fd9-64ba-2fcd-d49f9afbd3c4

First observed

May 12, 2021

Last observed

Sep 15, 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.