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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Marlton | NJ | 11/2014 | 10/2016 |
| Thrive Capital Management Llc | Fort Washington | PA | 11/2016 | 08/2018 |
| Rental Properties | Media | PA | 01/2002 | 03/2021 |
| Thrive Financial Services, Llc | Fort Washington | PA | 03/2017 | 08/2018 |
| Thrive Insurance Group, Llc | Fort Washington | PA | 05/2017 | 08/2018 |
| Citizens Securities, Inc. | Glen Mills | PA | 09/2018 | 03/2021 |
| Ameriprise Financial Services, Llc | West Chester | PA | 03/2021 | 07/2022 |
| Wsfs Wealth Investments | Berwyn | PA | 07/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | 06/2025 |
| J. Alden Associates, Inc. | Wayne | PA | 07/2025 | Present |
| Alden Investment Advisors | Wayne | PA | 07/2025 | Present |
1- Achille Wealth Partners. Investment related. Start date: 06-01-2026. Address: 120 Fox Rd, Media PA 19063. Title: Owner. Duties: Financial services. Time spent during regular hours: 1%. 2- Bealler 19 Properties, LLC. Not investment related. Start date: 01-01-2003. Address: 2031 Frankford Ave., Philadelphia, PA 19125, Title: Owner. Duties: Manage property as needed. Time spent during regular hours: 0%. 3- Insurance. Investment related. Start date: 01-06-2026. Address: 120 fox road, media, pa, 19063. Title: Agent. Duties: Review and present insurance options for clients. Time spent during regular hours: 10%. 4- Rental properties. Not investment related. Start date: 01-01-2003. Address: 120 fox road, media, pa, 19063. Title: Owner. Duties: Manage rental properties. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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