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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-07 |
| FL | RA | APPROVED | 2026-01-20 |
| PA | RA | APPROVED | 2024-05-24 |
Branch Locations
48 West Oakland Avenue, Doylestown, PA 18901 • United States
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 05/2024 |
| J. Alden Associates, Inc. | Wayne | PA | 05/2024 | Present |
| Alden Investment Advisors, Llc | Wayne | PA | 05/2024 | Present |
1) RENTAL PROPERTY, INVESTMENT RELATED, DOYLESTOWN, PA, OWNER, START: 6/2010, 0 HOURS PER MONTH, DUTIES: COLLECT RENT, PAY MORTGAGE.; 2) POWER OF ATTORNEY FOR FATHER, INV RELATED, DOYLESTOWN, PA, START: 3/16/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. 3) BUCKS COUNTY HISTORICAL SOCIETY - FINANCE COMMITTEE BOARD MEMBER; UNPAID POSITION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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