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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| PA | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Berywn | PA | 11/2014 | 12/2018 |
| Independence Advisors, Llc | Wayne | PA | 12/2018 | 01/2021 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
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