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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-09 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Canton | OH | 10/2012 | 10/2018 |
| Edward Jones | St.LOuis | MO | 10/2018 | 02/2024 |
| J. Alden Associates, Inc. | Wayne | PA | 02/2024 | Present |
| Alden Investment Advisors Llc | Wayne | PA | 02/2024 | Present |
1) The Mintz Group, VP of Wealth Management - March 2025 - serves entrepreneurs and business owners in growing and preserving the wealth in their business. 2) Insurance license 3) TMG Cares - Board Member - a 501c3 serving communities and individuals. in need. Coordinate meetings and keep meeting records. 4) St. George Romanian Catholic Cathedral - planning parish events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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