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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2024-11-21 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
360 Central Avenue Suite 800, St. Petersburg, FL 33701 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
409 Love Point Road, Stevensville, MD 21619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annapolis Financial Services, Llc/Bay Point Wealth | Annapolis | MD | 10/1995 | 11/2024 |
| Modera Wealth Management, Llc | Westwood | NJ | 11/2024 | Present |
NAME OF OBA: AFS RE, LLC; ADDRESS OF OBA: ANNAPOLIS, MD; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER; DUTIES: RENTAL PROPERTIES; START DATE: 10/13/2005; APPROX. NUMBER OF HOURS/MONTH: N/A; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
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