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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-13 |
Branch Locations
620 Lee Rd, #100, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Key Financial, Inc. | West Chester | PA | 06/2018 | 01/2024 |
| United States Army | Fort Campbell | KY | 10/2014 | 07/2018 |
| Osaic Wealth, Inc. | West Chester | PA | 05/2021 | 01/2024 |
| Legion Of Valor | West Chester | PA | 07/2022 | Present |
| Triad Advisors | Norcross | GA | 03/2024 | 08/2024 |
| The Ascent Group, Llc | Wayne | PA | 01/2024 | 04/2026 |
| Osaic Wealth, Inc. | Wayne | PA | 08/2024 | 04/2026 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
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