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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2020 | 03/2021 |
| Marist College | Poughkeepsie | NY | 08/2016 | 05/2020 |
| Uber | Thiells | NY | 12/2019 | 01/2020 |
| Capital Management Group Of New York | Pearl River | NY | 12/2018 | 08/2019 |
| Bowline Point Park | Havestraw | NY | 06/2015 | 08/2018 |
| Marist Poll | Poughkeepsie | NY | 09/2017 | 12/2018 |
| Unemployed | Thiells | NY | 05/2020 | 08/2020 |
| Greystone Investment Fund | Poughkeepsie | NY | 09/2019 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 04/2022 | 01/2024 |
| Equitable | New York | NY | 04/2022 | 01/2024 |
| Madison Trust | Montvale | NJ | 04/2021 | 04/2022 |
| Hightower Advisors | Chicago | IL | 01/2023 | 08/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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