PALME HARLI LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PALME HARLI LYNN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MODERA WEALTH MANAGEMENT, LLC | APPOINTED MANAGER, CHIEF OPERATING OFFICER | WESTWOOD, NJ |
| — | Form ADV | PARSEC FINANCIAL MANAGEMENT INC | CHIEF COMPLIANCE OFFICER, TREASURER AND CHIEF OPERATIONS OFFICER | ASHEVILLE, NC |