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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westhem Grant Group | Solana Beach | CA | 10/1997 | 01/2022 |
| J. Alden Associates, Inc. | Wayne | PA | 05/2026 | Present |
| Alden Investment Group | Wayne | PA | 05/2026 | Present |
| Hinkle Insurance Services | Encinitas | CA | 01/2022 | Present |
| World Equity Group, Inc. | Encinitas | CA | 06/2024 | 03/2025 |
1. Double Check Solutions; Not investment related; 166 Hargraves Dr, Suite C-400 Box 635, Austin, TX, 78737; Nature of OBA: I serve on the Board of Directors of the company and am an individual investor in the company; Posns/Title: Member of the Board of Directors; Start Date: 09/01/21; Approx. Hrs/Mth for OBA: 2 Hrs; Approx. Hrs/Mth during trading Hrs: ZERO; Duties: Serving on the Board of Directors. 2. Hinkle Insurance Services; Not investment related; 1155 Sidonia St, Encinitas, CA, 92024; Nature of OBA: We market and sell life insurance policies to individuals, businesses, companies and non-profit organizations.; Posn/Title: Owner; Start Date: 01/01/2019; Approx. No of Hrs/Month for OBA: 120 Hrs; Approx. Hrs/Mth during Trading Hrs: 30 Hrs; Duties: I own the operating entity and perform daily activities related to the marketing, selling and servicing of life insurance policies. 3. Scott Hinkle, individual insurance agent; Not investment related; 1155 Sidonia St, Encinitas, CA, 92024; Nature of OBA: I sell life insurance and annuities as an agent of various life insurance companies; Posn/Title: Agent; Start Date: 01/01/2019; Approx. No of Hrs/Month for OBA: 3 Hrs; Approx. Hrs/Mth during Trading Hrs: 3 Hrs; Duties: I sell life insurance and annuities as an agent of various life insurance companies. 4. Acumen Financial Advantage; Nature of OBA: Acumen Financial Advantage is a marketing organization for the selling of life insurance products to individuals, businesses and non-profit organizations; Posn/Title: Owner; Start Date: 01/01/25; Approx. No of Hrs/Month for OBA: 120 Hrs; Approx. Hrs/Mth during Trading Hrs: 120 Hrs; Duties: I market and sell insurance products to individuals, businesses and non-profit organizations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
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