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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JUDSON STEWARD MEINHART

Advisor at MODERA WEALTH MANAGEMENT, LLC

WESTWOOD, NJ | WINSTON-SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e721c6ed-7bf7-fea9-7660-a605d02a3a3a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 14, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 14, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 14, 2015
First registration: May 14, 2015
Dual registered: no
IAPD individual key: 6484838

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 26, 2023	n/a	yes	WINSTON-SALEM, NC\|WESTWOOD, NJ	Current employment
PARSEC FINANCIAL	Former SEC adviser	Aug 2, 2018	Apr 27, 2023	no	Winston Salem, NC\|ASHEVILLE, NC	Previous registration
RKL PRIVATE WEALTH	Independent wealth	Jan 12, 2016	Jul 26, 2018	no	WYOMISSING, PA	Previous registration
STERLING FINANCIAL ADVISORS, LLC	Former SEC adviser	May 14, 2015	Feb 12, 2016	no	WYOMISSING, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARSEC FINANCIAL	MODERA WEALTH MANAGEMENT, LLC	Apr 27, 2023	Apr 26, 2023	-1	Bulk transfer	RIA to RIA
RKL PRIVATE WEALTH	PARSEC FINANCIAL	Jul 26, 2018	Aug 2, 2018	7	Firm change	RIA to RIA
STERLING FINANCIAL ADVISORS, LLC	RKL PRIVATE WEALTH	Feb 12, 2016	Jan 12, 2016	-31	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111962:122693:PA:2016-02-12	Feb 12, 2016	Jan 12, 2016	WYOMISSING, PA	Firm change after gap

Relationships

Registered with (4)

→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ PARSEC FINANCIALRegistered adviserregistration: previous registration
Aug 2, 2018 to Apr 27, 2023factForm ADV
→ RKL PRIVATE WEALTHRegistered adviserregistration: previous registration
Jan 12, 2016 to Jul 26, 2018factForm ADV
→ STERLING FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 14, 2015 to Feb 12, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e721c6ed-7bf7-fea9-7660-a605d02a3a3a
First observed: May 14, 2015
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.

JUDSON STEWARD MEINHART

Advisor at MODERA WEALTH MANAGEMENT, LLC

WESTWOOD, NJ | WINSTON-SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e721c6ed-7bf7-fea9-7660-a605d02a3a3a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MODERA WEALTH MANAGEMENT, LLC

Independent wealth

Apr 26, 2023

n/a

yes

WINSTON-SALEM, NC|WESTWOOD, NJ

Current employment

PARSEC FINANCIAL

Former SEC adviser

Aug 2, 2018

Apr 27, 2023

Winston Salem, NC|ASHEVILLE, NC

Previous registration

RKL PRIVATE WEALTH

Independent wealth

Jan 12, 2016

Jul 26, 2018

WYOMISSING, PA

Previous registration

STERLING FINANCIAL ADVISORS, LLC

Former SEC adviser

May 14, 2015

Feb 12, 2016

WYOMISSING, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PARSEC FINANCIAL

MODERA WEALTH MANAGEMENT, LLC

Apr 27, 2023

Apr 26, 2023

-1

Bulk transfer

RIA to RIA

RKL PRIVATE WEALTH

PARSEC FINANCIAL

Jul 26, 2018

Aug 2, 2018

Firm change

RIA to RIA

STERLING FINANCIAL ADVISORS, LLC

RKL PRIVATE WEALTH

Feb 12, 2016

Jan 12, 2016

-31

Firm change after gap

Other

Team

Left

Joined

From

Kind

111962:122693:PA:2016-02-12

Feb 12, 2016

Jan 12, 2016

WYOMISSING, PA

Firm change after gap