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

Oct 1, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Jun 27, 2012

Dual registered

no

IAPD individual key

4627519

• Occurred

  Nov 21, 2024
  Advisor changed firm

  William James Hufnell left Bay Point Wealth for Modera Wealth Management, Llc (registered 2024-11-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f1b4d56-b63a-fe7d-63ca-107822908337

First observed

Jun 27, 2012

Last observed

Sep 15, 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.