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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-04 |
Branch Locations
535 Boylston Street Suite 300, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Boston | MA | 05/2021 | Present |
| Stonehill College | North Easton | MA | 08/2017 | 05/2021 |
| Morgan & Morgan Pc | Hingham | MA | 01/2020 | 03/2020 |
| Belmont Condominium | Harwich | MA | 05/2019 | 08/2019 |
| Arnone Elementary School | Brockton | MA | 11/2018 | 05/2019 |
| The Lanes Bowl & Bistro | Mashpee | MA | 05/2018 | 08/2018 |
| Vetorino'S Landscaping | Barnstable | MA | 06/2017 | 08/2017 |
| South Burlington High School | South Burlington | VT | 01/2012 | 06/2017 |
| Hannafords Supermarket | South Burlington | VT | 12/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
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