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Philadelphia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Advisors, Llc | Wayne | PA | 05/2010 | 01/2021 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2021 | 12/2024 |
| Webster Street Investment Advisors Llc | Philadelphia | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-01 |
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