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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
221 W Main St., Suite A, Inverness, FL 34450 • United States
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wealth Management, Inc. D.B.A. Cambridge Wealth Counsel | Atlanta | GA | 07/1996 | 12/2016 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2017 | 12/2019 |
| Domus Advisors Llc | Plantation | FL | 09/2025 | 11/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2020 | 12/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Milan | 01/2021 | 01/2023 | |
| Sabbatical | Ft Lauderdale | FL | 02/2023 | 12/2023 |
| Thepracticeconsultant.cOm, Llc | Plantation | FL | 01/2024 | Present |
| Rallan Bros Auto Inc. | Naples | FL | 01/2024 | Present |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2026 | Present |
(1) ThePracticeConsultant.com, LLC; not investment-related; 6851 NW 6th Court, Plantation, FL 33317; business consulting; founder/consultant; 1/2024; approx. 20 hours/month total; approx. 15 hours/month trading hours; business consulting. (2) Rallan Bros Auto Inc.; not investment-related; 3146 Davis Blvd, Naples, FL 34104; automotive repair; owner; 1/2024; approx. 5 hours/month total; approx. 5 hours/month trading hours; management. (3) R&R Mountain Properties, LLC / Little Creek Ridge, LLC (LLCs are affiliated) 6851 NW 6th Court, Plantation, FL 33317; purchase, develop, improve, resell land for profit, member, 12/2025, 10 hours/month total approx. 5 hours/month during trading hours. (4) Smoak Road Properties, LLC 6851 NW 6th Court, Plantation, FL 33317; purchase residential property with family member, manager, 5/2016, 1 hour/month total approx. (5) RSH Office Properties, LLC 6851 NW 6th Court, Plantation, FL 33317; purchase and hold website URLs, owner, 1/2010, 4 hours/year total approx.
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