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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2018 | 05/2022 |
| Ubs Financial Services | Pittsburgh | PA | 07/2022 | 03/2023 |
| West Chester Area School District | West Chester | PA | 08/2010 | 06/2018 |
| Robert W. Bard & Co Incorporated | Pittsburgh | PA | 03/2023 | 04/2025 |
| Pitcairn Wealth Advisors | Conshohocken | PA | 04/2025 | 09/2025 |
| Pitcairn Trust Co. | Conshohocken | PA | 04/2025 | 09/2025 |
| Modera Wealth Management. Llc | Westwood | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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