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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 06/2025 | Present |
| Messiah University | Mechanicsburg | PA | 08/2024 | 05/2025 |
| Lifeguide Financial Advisors | Mechanicsburg | PA | 05/2024 | 08/2024 |
| Messiah University | Mechanicsburg | PA | 12/2023 | 05/2024 |
| Lifeguide Financial Advisors | Mechanicsburg | PA | 08/2023 | 12/2023 |
| Messiah University | Mechanicsburg | PA | 06/2021 | 08/2023 |
| Pizza Love | Wyckoff | NJ | 12/2020 | 06/2021 |
| Ice Vault Arena | Wayne | NJ | 11/2019 | 12/2020 |
| Hawthorne Christian Academy | Hawthorne | NJ | 09/2015 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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