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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-20 |
| VA | RA | APPROVED | 2023-01-20 |
Branch Locations
7601 Lewinsville Road Suite 210, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 11/2018 | 10/2022 |
| Melchizedek Education Research Institute Dba Linguate Academy | Rockville | MD | 01/2016 | Present |
| Mchenry County College | Crystal Lake | IL | 11/2016 | 08/2018 |
| Education Pioneers | Ontario | CA | 05/2016 | 08/2016 |
| Chicago Lamp | Chicago | IL | 06/2016 | 09/2016 |
| Bernhardt Wealth Management | Mclean | VA | 10/2022 | 11/2022 |
| Modera Wealth Management, Llc | Westwood | NJ | 11/2022 | Present |
| Unemployed | Fox River Grove | IL | 12/2015 | 05/2016 |
NAME OF OBA: ZION INTERNATIONAL ALLIANCE; ADDRESS OF OBA: 11608 SPLIT RAIL COURT, ROCKVILLE, MD 20852; NATURE: PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: MANAGING MEMBER; DUTIES: RESPONSIBLE FOR FINANCIAL DUE DILIGENCE; START DATE: 09/01/2022; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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