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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-21 |
Branch Locations
409 Love Point Road, Stevensville, MD 21619 • United States
582 Bellerive Road 4D, Annapolis, MD 21409 • 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 |
|---|---|---|---|---|
| Annapolis Financial Services, Llc/Bay Point Wealth | Annapolis | MD | 12/2011 | 11/2024 |
| Modera Wealth Management, Llc | Westwood | NJ | 11/2024 | Present |
(1.) NAME OF OBA: ANNE ARUNDEL ESTATE PLANNING COUNCIL; ADDRESS OF OBA: ANNAPOLIS, MD; NATURE: PROFESSIONAL ASSOCIATE; INVESTMENT RELATED: NO; TITLE WITH OBA: PROGRAMS CHAIR; DUTIES: SOURCE SPEAKERS FOR QUARTERLY EDUCATION EVENTS; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: NEIGBORHOOD ASSOCIATION OF RIDGELY'S DELIGHT; ADDRESS OF OBA: BALTIMORE, MD; NATURE: NON-PROFIT NEIGHBORHOOD ASSOCIATION; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: BUDGET, REIMBURSEMENT FOR NEIGHBORHOOD ACTIVITIES; START DATE: 01/1/2022; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
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