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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Asheville | NC | 12/2021 | 03/2022 |
| Ge Current Lighting | East Flat Rock | NC | 03/2021 | 12/2021 |
| Mission Hospital | Asheville | NC | 02/2014 | 02/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2022 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Asheville | NC | 05/2022 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | 10/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2025 | 12/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2026 | Present |
Receiving trailing commissions only on previously sold business completed on or before 10/4/2025. No solicitation or servicing of any business. Unpaid position as board member on non-profit 'Asheville Hockey League' / non-financial related involvement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-25 |
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