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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
7540 Windsor Drive Unit 205, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 06/2024 | Present |
| Delaware State University | Dover | DE | 06/2020 | 12/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2022 | 05/2023 |
| Delaware State University | Dover | DE | 01/2022 | 05/2023 |
| Charles Schwab | Westlake | TX | 06/2022 | 06/2022 |
| Baltimore County Public School | Baltimore | MD | 01/2014 | 06/2020 |
| Unemployed | Gwynn Oak | MD | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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