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Advisor at STRATHMORE CAPITAL ADVISORS
Glen Allen, VA
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 |
|---|---|---|---|---|---|---|
| STRATHMORE CAPITAL ADVISORS | Independent wealth | Aug 23, 2026 | n/a | yes | Glen Allen, VA | Current employment |
| MODERA WEALTH MANAGEMENT, LLC | Independent wealth | Nov 17, 2022 | Apr 24, 2026 | no | MCLEAN, VA | Previous registration |
| BERNHARDT WEALTH MANAGEMENT, INC. | Former SEC adviser | Jun 24, 2022 | Nov 30, 2022 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | STRATHMORE CAPITAL ADVISORS | Apr 24, 2026 | Aug 23, 2026 | 121 | Firm change | RIA to RIA |
| BERNHARDT WEALTH MANAGEMENT, INC. | MODERA WEALTH MANAGEMENT, LLC | Nov 30, 2022 | Nov 17, 2022 | -13 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109353:155649:VA:2022-11-30 | Nov 30, 2022 | Nov 17, 2022 | MCLEAN, VA | Firm change |