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37 West Ave Suite 301, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-20 |
Branch Locations
37 West Ave Suite 301, Wayne, PA 19087 • United States
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-20 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-02 |
Branch Locations
One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Capital Manageent | Wayne | PA | 06/2014 | 04/2022 |
| Alden Capital Management | Jenkintown | PA | 01/2020 | 05/2022 |
| Forefront Analytics | West Conshohocken | PA | 05/2022 | Present |
| Allio Advisers Llc | Seattle | WA | 10/2023 | 06/2025 |
| Forefront Analytics | Conshohocken | PA | 04/2022 | Present |
| Gkfo | Conshohocken | PA | 04/2022 | Present |
| Alden Investment Group | Wayne | PA | 01/2020 | 04/2022 |
| Allio Markets, Llc | Seattle | WA | 10/2023 | 06/2025 |
| Alden Investment Group | Wayne | PA | 04/2026 | Present |
| Alden Capital Management | Wayne | PA | 04/2026 | Present |
1. Forefront Analytics; Investment Related; 100 Front Street Suite 1111, West Conshohocken, PA 19428; Investment Management institutional business; Title: Training Consultant; Start date May 2022; 5 hours per month; 0 hours during trading hours; Provides training and explanations for new/continuing employees to facilitate their swift take up of new tasks. 2. Bluestone Capital;a multifaceted capacity that includes supporting portfolio management activities, assisting with business development initiatives, and contributing to quantitative research efforts. My role is generally centered on helping evaluate investment-related ideas, supporting the firm's strategic growth efforts, and assisting with research and analytical work tied to the investment process. 3. Alpha Global;provide consulting services to Alpha Global in connection with fintech-related businesses and initiatives. My involvement generally includes strategic input, business analysis, and advisory support on matters related to financial technology, business models, and related growth or operating considerations. 4. Fenix Flooring; involved in helping run Fenix Flooring, a flooring business, in a general management and support capacity. My role includes assisting with business operations, strategy, administrative matters, and other areas that help support the company's overall development and day-to-day functioning. 5. Birdsboro Cemetery; assist Birdsboro Cemetery with finance- and technology-related matters. This includes helping support financial oversight, administrative processes, and technology systems or tools used in connection with the business's operations. 6. 18North; serve as Managing Director at 18North, a family office. In that role, I am involved in overseeing and supporting the family office's activities, which may include strategic planning, investment-related matters, business evaluation, and general management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-15 |
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