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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-06-10 |
| MI | RA | APPROVED | 2025-12-17 |
| GA | RA | APPROVED | 2025-10-14 |
| OK | RA | APPROVED | 2025-05-21 |
| NC | RA | APPROVED | 2025-05-14 |
| MS | RA | APPROVED | 2025-05-01 |
| SC | RA | APPROVED | 2025-04-09 |
Branch Locations
Mount Pleasant, SC • United States
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 |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Mount Pleasant | SC | 08/2016 | 03/2022 |
| Bank Of America, N.A. | Mount Pleasant | SC | 10/2016 | 03/2022 |
| Kestra Investment Services, Llc | Mount Pleasant | SC | 05/2022 | 02/2025 |
| Kestra Advisory Services, Llc | Mount Pleasant | SC | 05/2022 | 02/2025 |
| Alden Investment Advisors, Llc | Wayne | PA | 03/2025 | Present |
Seifert Wealth Investment Management LLC - personal LLC established for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-15 |
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