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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
221 W Main St A, Inverness, FL 34450 • 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 |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 05/2026 | Present |
| Florida Financial Advisors | Tampa | FL | 02/2026 | 04/2026 |
| Fewer Left Turns Llc. (Crumbl Cookies) | Tampa | FL | 07/2023 | 02/2026 |
| University Of South Florida | Tampa | FL | 08/2021 | 12/2025 |
| Florida Virtual School | N/A | FL | 08/2020 | 05/2021 |
| South Lake High School | Groveland | FL | 08/2019 | 05/2020 |
| Douglas County High School | Castle Rock | CO | 08/2017 | 05/2019 |
| Gray Middle School | Groveland | FL | 08/2014 | 10/2016 |
| Mesa Middle School | Castle Rock | CO | 10/2016 | 05/2017 |
| Ignite Financial Advisors | Tampa | FL | 02/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-24 |
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