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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 01/2011 | Present |
NAME OF OBA: TRUSTEE OF CLOSE PERSONAL FRIEND; ADDRESS OF OBA: PRIVATE RESIDENCE; INVESTMENT-RELATED: YES; RELATIONSHIP WITH OBA: TRUSTEE; DUTIES: TYPICAL TRUSTEE DUTIES WHICH INCLUDE ADMIN ISSUES FOR TRUSTS, DECISION-MAKING/APPROVALS/DISAPPROVALS ON TRUST INVESTMENTS, DISTRIBUTIONS; START DATE: 12/01/2021; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-03 |
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