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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
NY RA APPROVED 2023-01-11
NJ RA APPROVED 2022-05-24
  • TX RA
    APPROVED
    Since 2025-11-24
  • NY RA
    APPROVED
    Since 2023-01-11
  • NJ RA
    APPROVED
    Since 2022-05-24

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

122 East 42Nd Street Suite 1714, New York, NY 10168 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insmed Insurance Agency Harrison NY 01/2021 03/2022
Fort Myers High School Fort Myers FL 08/2014 05/2018
Florida State University Tallahassee FL 06/2018 12/2020
Modera Wealth Management, Llc Westwood NJ 05/2022 02/2025
Modera Wealth Management, Llc Westwood NJ 02/2025 Present
  • 01/2021 → 03/2022
    Insmed Insurance Agency
    Harrison, NY
  • 08/2014 → 05/2018
    Fort Myers High School
    Fort Myers, FL
  • 06/2018 → 12/2020
    Florida State University
    Tallahassee, FL
  • 05/2022 → 02/2025
    Westwood, NJ
  • 02/2025 → Present
    Westwood, NJ
Previous Registrations
  • 2021-07-09 → 2022-05-06
    Insmed Financial Services, Llc
    Harrison, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-12
  • S65 Uniform Investment Adviser Law Examination
    2021-04-12
Designations

View on SEC IAPD

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