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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-31 |
Branch Locations
6700 Fairview, Rd, Suite 360, Charlotte, NC 28210 • United States
56 Jefferson Avenue, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 01/2023 | Present |
| Battery Global Advisors | Boston | MA | 09/2019 | 01/2023 |
| Pwc | Boston | MA | 10/2018 | 09/2019 |
| Elon University Center For Leadership | Elon | NC | 09/2014 | 05/2018 |
| Elon University | Elon | NC | 08/2014 | 05/2018 |
| Unemployed | Boston | MA | 05/2018 | 10/2018 |
NAME OF OBA: ADVISERS GIVE BACK ADDRESS OF OBA: OAKLAND, CA; NATURE: VOLUNTEER FINANCIAL COACHING INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: VOLUNTEER ADVISER; DUTIES: PROVIDE FINANCIAL COACHING; START DATE: 09/01/2023; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
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