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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-05 |
| PA | RA | APPROVED | 2023-07-03 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commodity Exchange Inc | New York | NY | 09/1982 | 10/2019 |
| Baldrige Asset Management | Allentown | PA | 02/1999 | 07/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 07/2023 | Present |
(1.) NAME OF OBA: HAWK MOUNTAIN SANCTUARY; ADDRESS OF OBA: 1700 HAWK MOUNTAIN ROAD, KEMPTON, PA; NATURE: BOARD TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER/TREASURER; DUTIES: REVIEW AUDITS, APPROVE BUDGETS, MEET WITH ENDOWMENT MANAGER; START DATE: 11/30/2021; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: SUSTAINABLE FOOD ALLIANCE; ADDRESS OF OBA: 7540 WINDSOR DRIVE, SUITE 205, ALLENTOWN, PA 18195; NATURE: BOARD MEMBER/TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER/TREASURER; DUTIES: APPROVING GRANTS, ACCEPTING DONATIONS; START DATE: 06/01/2013; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-05 |
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