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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Asheville | NC | 03/2012 | 09/2019 |
| Charles Schwab Bank | Asheville | NC | 05/2017 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 09/2019 | 05/2021 |
| Bank Of America, N.A. | Asheville | NC | 09/2019 | 05/2021 |
| Personal Capital Advisors Corporation | Mills River | NC | 06/2021 | 02/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 02/2023 | 04/2024 |
| Modera Wealth Management | Asheville | NC | 04/2024 | 02/2025 |
| Modera Wealth Management | Asheville | NC | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-20 |
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