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100 Tournament Drive Suite 310, Horsham, PA 19044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-20 |
Branch Locations
100 Tournament Drive Suite 310, Horsham, PA 19044 • 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 |
|---|---|---|---|---|
| Invest Financial | Asheville | NC | 03/2015 | 11/2016 |
| South College | Asheville | NC | 06/2016 | 09/2016 |
| Carol King & Associates | Asheville | NC | 11/2016 | 09/2018 |
| 1St Global Capital Corp. | Asheville | NC | 12/2016 | 11/2018 |
| 1St Global Insurance Services, Inc. | Asheville | NC | 12/2016 | 11/2018 |
| Edward Jones | St. Louis | MO | 11/2018 | 01/2026 |
| Mary Kay | Asheville | NC | 12/2006 | 08/2018 |
| Great Western Management | Asheville | NC | 05/2004 | 08/2018 |
| J. Alden Associates, Inc. | Wayne | PA | 01/2026 | Present |
| Sharp Wealth Advisory, Llc | Asheville | NC | 01/2026 | Present |
| University Of North Carolina - Asheville | Asheville | NC | 08/2020 | 01/2021 |
1) Licensed insurance agent; Not investment-related; Asheville, NC, 28803; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) Western Realty, LLC; Investment-related; Asheville, NC. 28803; Commercial real estate entity; Co-owner; 12/30/1993; 0 hours per month; 0 during trading hours; Management, no day to day responsibilities 3) FI Realty, LLC; Investment-related; Asheville, NC. 28803; Commercial real estate entity; Co-owner; 12/30/1993; 0 hours per month; 0 during trading hours; Management, no day to day responsibilities 4) Rental Properties; Investment-related; Seabrook Island, SC. 29455; Real estate; Owner; 0 hours per month; 0 during trading hours; Owner of multiple rental properties located in Seabrook Island, SC. 5) Ms. Morosani is dually registered with J. Alden Associates, Inc. ("Alden") and Sharp Wealth Advisory, LLC ("Sharp Financial"). Ms. Morosani has served as an investment advisor representative for Sharp Financial and as a registered representative for Alden since February 2026. Business is conducted from Asheville, NC, 28803. Approximately 5% of Ms. Morosani's time is for services as a registered representative and the balance as an investment advisor representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-27 |
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