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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-21 |
| NY | RA | APPROVED | 2025-04-14 |
| VA | RA | APPROVED | 2025-04-02 |
| PA | RA | APPROVED | 2022-04-26 |
Branch Locations
48 West Oakland Avenue, Doylestown, PA 18901 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | Present |
| Raymond James & Associates, Inc | Jenkintown | PA | 07/2021 | 09/2021 |
| J. Alden Associates, Inc. | Wayne | PA | 09/2021 | Present |
Masri Wealth Advisors LLC - established a personal LLC for tax purposes. Treasurer - Congregation Mikveh Israel, Philadelphia PA - non-profit religious organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-17 |
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