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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-18 |
Branch Locations
6700 Fairview Rd, Suite 360, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 05/2026 | Present |
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 05/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2016 | 06/2017 |
| Jp Morgan Securities Llc | Westerville | OH | 07/2017 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 03/2018 | 11/2018 |
| Ubs Financial Services Inc. | Washington | DC | 11/2018 | 09/2019 |
| Suntrust Investment Services,Inc. | Point Vedra Beach | FL | 10/2019 | 05/2021 |
| Suntrust Advisory Services, Inc. | Ponte Vedra Beach | FL | 10/2019 | 05/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2022 | 05/2026 |
| Vivi International | Jacksonville | FL | 05/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-23 |
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