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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-28 |
Branch Locations
2052 Route 35, Wall, NJ 07719 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Manasquan | NJ | 02/2008 | 01/2025 |
| J. Alden Associates, Inc. | Wayne | PA | 01/2025 | 11/2025 |
| Alden Investment Advisors Llc | Wayne | PA | 01/2025 | 11/2025 |
| Kingswood Capital Partners | Wall | NJ | 11/2025 | Present |
| Kingswood Wealth Advisors | Wall | NJ | 11/2025 | Present |
NOTARY PUBLIC - 909 Tudor Toms River, NJ 08753 - Started in 2003less than 1 hour annually - would notarize signatures
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
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