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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-20 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 08/2020 |
| West Bloomfield Fire Department | West Bloomfield | MI | 07/2016 | 03/2020 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | 01/2025 |
| Parsec Financial Management, Inc | Asheville | NC | 11/2020 | 04/2023 |
| Mercer Global Advisors Inc. | Fenton | MI | 02/2025 | 05/2025 |
| Modera Wealth Management Llc | Westwood | NJ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-13 |
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
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