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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-17 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
582 Bellerive Rd #4D, Annapolis, MD 21409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Oak Financial Group | Towson | MD | 09/2017 | 09/2025 |
| Baltimore County Public Schools | Essex | MD | 09/2015 | 08/2017 |
| Modera Wealth Management, Llc | Westwood | NJ | 10/2025 | Present |
Musician and Substitute Musician - Various Ensembles; Not investment-related; Towson, MD 21286; Musician; September 2015; 32 hours per month; 0 during trading hours; Volunteer playing as a musician in various local jazz bands and other community music groups
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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