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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-27 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087 • United States
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Capital Management | Wayne | PA | 05/2012 | 02/2018 |
| Mcg Securities | Wayne | PA | 02/2012 | 02/2018 |
| J Alden Associates Inc | Jenkintown | PA | 02/2018 | Present |
| Alden Capital Management | Jenkintown | PA | 04/2018 | Present |
| Bluestone Capital Partners Llc | San Juan | PR | 01/2019 | Present |
AdvizorStack - Technology and Operations Support - Non-investment related. 3-25-2025. 5 hours a week. BX partners - OCIO Platform - Operations Management - 3-25-2025. Non-Investment related. 5 hours a week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-16 |
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