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James Eric Quillen

Alden Investment Group

Doylestown, PA

Wayne, PA

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Current Employers
Alden Investment Group

37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-15
NY RA APPROVED 2024-04-05
NC RA APPROVED 2024-04-05
PA RA APPROVED 2024-04-05
  • FL RA
    APPROVED
    Since 2024-04-15
  • NY RA
    APPROVED
    Since 2024-04-05
  • NC RA
    APPROVED
    Since 2024-04-05
  • PA RA
    APPROVED
    Since 2024-04-05

Branch Locations

43 South Main Street, Doylestown, PA 18901 • United States

37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Wealth Doylestown PA 08/2015 02/2020
Truist Advisory Services, Inc Atlanta GA 03/2020 12/2023
Alden Investment Advisors, Llc Wayne PA 04/2024 Present
Unemployed Horsham PA 12/2023 04/2024
  • 08/2015 → 02/2020
    Bb&T Wealth
    Doylestown, PA
  • 03/2020 → 12/2023
    Truist Advisory Services, Inc
    Atlanta, GA
  • 04/2024 → Present
    Alden Investment Advisors, Llc
    Wayne, PA
  • 12/2023 → 04/2024
    Unemployed
    Horsham, PA
Previous Registrations
  • 2020-03-10 → 2023-12-15
    Truist Advisory Services, Inc.
    Doylestown, PA
    King Of Prussia, PA
  • 2007-10-09 → 2008-02-26
    Cetera Investment Services Llc
    Malvern, PA
  • 2005-01-18 → 2005-10-14
    Icba Financial Services Corporation
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-13
S63 Uniform Securities Agent State Law Examination 1995-10-30
  • S65 Uniform Investment Adviser Law Examination
    1998-10-13
  • S63 Uniform Securities Agent State Law Examination
    1995-10-30
Designations

View on SEC IAPD

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PAUL HARRISON KRUMENACKER
ANTHONY SCOTT STENCLER
Emma Nelson Jenkins-Long
MICHAEL STUART SHEEHY
DAVID FOWLER JENKINS
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Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

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