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100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
360 Central Avenue Suite 800, St. Petersburg, FL 33701 • United States
100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petertsburg | FL | 10/2015 | 10/2019 |
| Capfinancial Securities, Llc | Tampa | FL | 10/2019 | 06/2025 |
| J. Alden Associates, Inc. | Wayne | PA | 06/2025 | Present |
| Sharp Wealth Advisory, Llc | St. Petersburg | FL | 06/2025 | Present |
1) Zaid Hassan-Mohammed is dually registered as an investment advisor representative with Sharp Wealth Advisory, LLC ("Sharp Financial") and as a registered representative with J. Alden Associates, Inc. ("J. Alden"). Business is conducted from 360 Central Avenue, Suite 800, St. Petersburg, FL 33701. Approximately 90% of Mr. Hassan-Mohammed's time is dedicated to activities as an investment advisor representative with Sharp Financial, with the balance as a registered representative with J. Alden.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-03 |
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