Best Investors Account Sign in
Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-17
  • NC RA
    APPROVED
    Since 2026-08-17

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6700 Fairview Rd., Suite 360, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Charlotte NC 02/2024 08/2026
Unemployed Newton NC 10/2023 02/2024
Hatch Homes, Llc. Charlotte NC 03/2023 10/2023
U.S. Navy Norfolk VA 10/2014 03/2023
Trinity Wealth Securities, Llc Charlotte NC 05/2024 08/2026
Modera Wealth Management, Llc Westwood NJ 08/2026 Present
  • 02/2024 → 08/2026
    Florida Financial Advisors Dba Tristate Financial Advisors
    Charlotte, NC
  • 10/2023 → 02/2024
    Unemployed
    Newton, NC
  • 03/2023 → 10/2023
    Hatch Homes, Llc.
    Charlotte, NC
  • 10/2014 → 03/2023
    U.S. Navy
    Norfolk, VA
  • 05/2024 → 08/2026
    Trinity Wealth Securities, Llc
    Charlotte, NC
  • 08/2026 → Present
    Westwood, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-17
S65 Uniform Investment Adviser Law Examination 2024-01-20
  • S63 Uniform Securities Agent State Law Examination
    2024-05-17
  • S65 Uniform Investment Adviser Law Examination
    2024-01-20
Other Names
  • Connor Crayne

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor