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Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-09-25 |
Branch Locations
37 West Avenue. Suite 301, Wayne, PA 19087 • United States
Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607 • United States
37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| ND | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| VT | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2023-11-15 |
| AK | RA | APPROVED | 2023-09-20 |
| AZ | RA | APPROVED | 2023-09-20 |
| NE | RA | APPROVED | 2023-09-19 |
| DE | RA | APPROVED | 2023-09-18 |
| IL | RA | APPROVED | 2023-09-08 |
| IA | RA | APPROVED | 2023-09-08 |
| WV | RA | APPROVED | 2023-09-08 |
| GA | RA | APPROVED | 2023-09-07 |
| VI | RA | APPROVED | 2023-09-07 |
| CT | RA | APPROVED | 2023-09-06 |
| ID | RA | APPROVED | 2023-09-06 |
| IN | RA | APPROVED | 2023-09-06 |
| LA | RA | APPROVED | 2023-09-06 |
| ME | RA | APPROVED | 2023-09-06 |
| MN | RA | APPROVED | 2023-09-06 |
| MT | RA | APPROVED | 2023-09-06 |
| NH | RA | APPROVED | 2023-09-06 |
| NJ | RA | APPROVED | 2023-09-06 |
| NM | RA | APPROVED | 2023-09-06 |
| OH | RA | APPROVED | 2023-09-06 |
| RI | RA | APPROVED | 2023-09-06 |
| VA | RA | APPROVED | 2023-09-06 |
| WA | RA | APPROVED | 2023-09-06 |
| WY | RA | APPROVED | 2023-09-06 |
| AL | RA | APPROVED | 2023-09-05 |
| KS | RA | APPROVED | 2023-09-05 |
| NY | RA | APPROVED | 2023-09-05 |
| PR | RA | APPROVED | 2023-09-05 |
| SD | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
| UT | RA | APPROVED | 2023-09-05 |
| NC | RA | APPROVED | 2020-03-12 |
| PA | RA | APPROVED | 2018-08-20 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-26 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Capital Management, Llc | Wayne | PA | 02/2010 | 12/2020 |
| Mcg Securities Llc | Wayne | PA | 04/2012 | 05/2019 |
| J Alden Associates, Inc. | Jenkintown | PA | 07/2018 | Present |
| Alden Capital Management | Jenkintown | PA | 04/2018 | Present |
| Equalize Capital Partners Llc | San Juan | PR | 01/2019 | Present |
| Alden Investment Advisors | Wayne | PA | 07/2022 | Present |
GREEN MOUNTAIN HOLDINGS - CONSULTANT J Alden Associates, Inc. - CEO 9/2018 Alden Capital Management - CEO 9/20118 Equalize Capital - CEO 03/2019 Alden Investment Advisors - CEO 7/2022 Alden Investment Group - President - CEO 6/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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