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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-03 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
122 East 42Nd Street Suite 1714, New York, NY 10168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greystone Wealth Advisors Llc | Rye Brook | NY | 11/2010 | 12/2021 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2022 | Present |
NAME OF OBA: FINANCIAL PLANNING ASSOCIATION, GREATER HUDSON VALLEY CHAPTER; ADDRESS OF OBA: 1290 BROADWAY, SUITE 1625, DENVER, CO 80203; NATURE: ORGANIZATION FOR FINANCIAL PLANNERS TO LEARN AND NETWORK WITH OTHER PLANNERS AND INDUSTRY PROFESSIONALS; INVESTMENT-RELATED: NO; TITLE WITH OBA: SECRETARY AND MEMBERSHIP DIRECTOR; DUTIES: ATTENDING CHAPTER BOARD MEETINGS, PREPARING BOARD MEETING MINUTES AND RECRUITING AND SUPPORTING NEW MEMBERS; START DATE: 09/01/2009; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-05 |
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