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John Daniel Ebinger

Modera Wealth Management, LLC

Annapolis, MD

Stevensville, MD

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-21
  • MD RA
    APPROVED
    Since 2024-11-21

Branch Locations

582 Bellerive Road 4D, Annapolis, MD 21409 • United States

409 Love Point Road, Stevensville, MD 21619 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symmetry Partners, Llc Glastonbury CT 06/2011 03/2017
Sherman Wealth Management, Llc Gaithersburg MD 03/2017 04/2017
Lincoln Financial Advisors Corporation Hunt Valley MD 07/2017 02/2018
Annapolis Financial Services, Llc/Bay Point Wealth Annapolis MD 02/2018 11/2024
Modera Wealth Management, Llc Westwood NJ 11/2024 Present
  • 06/2011 → 03/2017
    Symmetry Partners, Llc
    Glastonbury, CT
  • 03/2017 → 04/2017
    Sherman Wealth Management, Llc
    Gaithersburg, MD
  • 07/2017 → 02/2018
    Lincoln Financial Advisors Corporation
    Hunt Valley, MD
  • 02/2018 → 11/2024
    Annapolis Financial Services, Llc/Bay Point Wealth
    Annapolis, MD
  • 11/2024 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2018-03-10 → 2024-11-21
    Bay Point Wealth
    Annapolis, MD
    Stevensville, MD
    Arnold, MD
  • 2017-10-04 → 2018-02-28
    Osaic Fa, Inc.
    Hunt Valley, MD
  • 2017-03-13 → 2017-04-10
    Sherman Wealth Management Llc
    Gaithersburg, MD
  • 2011-12-15 → 2017-03-13
    Symmetry Partners
    Glastonbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-14
  • S65 Uniform Investment Adviser Law Examination
    2011-12-14
Designations
Other Names
  • Dan Ebinger

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
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