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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-26 |
| PA | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 04/2018 | 05/2022 |
| Fortis Wealth | King Of Prussia | PA | 04/2015 | 10/2017 |
| Companyvoice | Blue Bell | PA | 10/2017 | 04/2018 |
| Modera Wealth Management, Llc | Westwood | NJ | 05/2022 | 02/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
| S66 | Uniform Combined State Law Examination | 2013-05-23 |
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