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37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Houston | TX | 12/2007 | 05/2022 |
| Cuna Brokerage Services, Inc. | Houston | TX | 12/2007 | 05/2022 |
| Lpl Financial, Llc | Houston | TX | 05/2022 | 08/2023 |
| Mml Investors Services, Llc | Houston | TX | 07/2023 | 10/2025 |
| Massmutual Life Insurance Co | Houston | TX | 08/2023 | 10/2025 |
| J. Alden Associates, Inc. | Wayne | PA | 06/2026 | Present |
| Alden Investment Group | Wayne | PA | 06/2026 | Present |
| Unemployed | Houston | TX | 10/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-15 |
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