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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-08 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Littleton, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Englewood | CO | 05/2006 | 04/2018 |
| Smoke'N Blues Barbeque | Littleton | CO | 08/2011 | Present |
| Modera Wealth Management, Llc | Westwood | NJ | 05/2025 | Present |
| Equity Advisor Solutions/Equity Trust Company | Denver | CO | 02/2022 | 11/2024 |
| Winston'S Smoke Bbq | Centennial | CO | 12/2019 | 11/2021 |
SMOKE'N BLUES BARBEQUE, LITTLETON, COLORADO, NOT INVESTMENT-RELATED, 08/29/2011, OWNER, BBQ FOOD PRODUCTS FOR ONLINE SALES, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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