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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-06 |
Branch Locations
620 Lee Rd, #100, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 05/2025 | 07/2026 |
| Cfp Board Of Standards | Washington | DC | 08/2014 | 12/2024 |
| Unemployed | Media | PA | 01/2025 | 04/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 07/2026 | Present |
Washington D.C. Condo POSITION: Owner NATURE: Real Estate - Rental; INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 1901 16th St. NW, Unit 306, Washington, D.C., 20009 DESCRIPTION: Respond to tenant inquiries, collect rent. College For Financial Planning (A Kaplan Company) Position: Board member Nature: Financial Services education Investment Related: Yes Hours: 8 Securities Trading Hours: 4 Start Date: 1/1/2026 Address: 9000 East Nichols Avenue, Suite 200 Centennial, Colorado 80112 Description: Evaluate proposals for future business, evaluate effectiveness of existing initiatives, vote on organizational business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-19 |
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