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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-05
  • PA RA
    APPROVED
    Since 2021-01-05

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

620 Lee Road Suite 100, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2016-02-16 → 2021-01-04
    Independence Advisors, Llc
    Wayne, PA
  • 2008-04-15 → 2016-01-20
    Kistler-Tiffany Advisors
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-07
  • S66 Uniform Combined State Law Examination
    2008-04-07
Designations
Other Names
  • Leslie Ann Eustice

View on SEC IAPD

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