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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
6700 Fairview Rd., Suite 360, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
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