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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-18 |
| CA | RA | APPROVED | 2025-10-17 |
| NY | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Westwood | NJ | 06/2022 | 02/2025 |
| University Of Delaware | Newark | DE | 09/2018 | 05/2022 |
| Nexgen Financial Group | Iselin | NJ | 06/2021 | 08/2021 |
| Murray Contracting | Hackensack | NJ | 04/2020 | 08/2020 |
| Hcb Distribution, Llc | Norwood | NJ | 07/2018 | 08/2018 |
| Pascack Valley High School | Hillsdale | NJ | 09/2014 | 06/2018 |
| Dunkin' Donuts | Hillsdale | NJ | 07/2017 | 08/2017 |
| Modera Wealth Management, Llc | Westwood | NJ | 02/2025 | 10/2025 |
| Lido Advisors, Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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