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37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-07 |
| MI | RA | APPROVED | 2024-03-01 |
| IL | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED_RES | 2024-02-29 |
| VA | RA | APPROVED | 2024-02-29 |
| CA | RA | APPROVED | 2024-02-28 |
| NJ | RA | APPROVED | 2024-02-28 |
| OH | RA | APPROVED | 2024-02-28 |
| NY | RA | APPROVED | 2021-02-20 |
| PA | RA | APPROVED | 2018-07-16 |
Branch Locations
37 West Ave Suite 301, Wayne, PA 19087 • United States
Bayshore, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2007 | 07/2018 |
| Bank Of America, N.A. | New York | NY | 06/2007 | 07/2018 |
| J Alden Associates | Wayne | PA | 07/2018 | Present |
| Alden Capital Management | Wayne | PA | 07/2018 | Present |
1) Colucci Creative Solutions, LLC - CEO Colucci Creative Solutions LLC offers consulting services to business owners to help increase efficiency of operations and drive business growth through sales coaching and pipeline management. Consulting non-investment related. 5 hours per week outside of trading hours. 2) EIR Healthcare - Shareholder - General consulting on financial matters. 5 hours a week - 6/1/2021 3) Colucci Wealth Advisory Group LLC - personal LLC established for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-19 |
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