Allen Page Giese

Current Employers

Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-01
TX	RA	APPROVED	2026-06-16

FL RA
APPROVED

Since 2026-07-01
TX RA
APPROVED

Since 2026-06-16

Branch Locations

1250 South Pine Island Road Suite 275, Plantation, FL 33324 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Northstar Financial Planners, Inc.	Plantation	FL	05/2000	06/2026
Modera Wealth Management, Llc	Westwood	NJ	06/2026	Present

05/2000 → 06/2026

Northstar Financial Planners, Inc.

Plantation, FL
06/2026 → Present

Modera Wealth Management, Llc

Westwood, NJ

Previous Registrations

2004-05-11 → 2026-07-10

Northstar Financial Planners, Inc.

Plantation, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-11-20

S66 Uniform Combined State Law Examination

2001-11-20

Designations

View on SEC IAPD