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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
542 N. Lewis Road Suite 104, Royersford, PA 19468 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Collegeville | PA | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Collegeville | PA | 11/2016 | 06/2020 |
| Alden Investment Group | Jenkintown | PA | 06/2020 | 11/2025 |
| Janney Montgomery Scott Llc | Royersford | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-17 |
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