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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-05 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
620 Lee Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Advisors | Wayne | PA | 01/2016 | 01/2021 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2021 | Present |
| Modera Wealth Management, Llc | Westwood | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
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