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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-28 |
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 |
|---|---|---|---|---|
| Regions Bank | St. Petersburg | FL | 10/2014 | 05/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2015 | 05/2021 |
| Alden Investment Group | Wayne | PA | 05/2021 | Present |
| J Alden Associates, Inc. | Wayne | PA | 01/2022 | Present |
1) Consulting - Soli Deo Gloria Ventures II, 10484 138th Street Largo FL 33774 - 5 hours per month during securities trading hours. Advising on marketing , entity structuring, and tax related items. 2) Insurance license
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-07 |
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