Edward Joseph Cwalina

Employer firm

Horse Cove Partners LLC CRD 172389

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2020
  Bbtis
  Allentown, PA
• 01/2018 → 02/2020
  Bb&T Securities, Llc
  Allentown, PA
• 08/2020 → 01/2021
  The Leaders Group, Inc.
  Littleton, CO
• 03/2020 → 01/2021
  Jbc Companies
  Fort Wayne, IN
• 08/2020 → 01/2021
  Horse Cove Partners
  Atlanta, GA
• 01/2021 → 02/2021
  Bb&T Securities, Llc.
  Allentown, PA
• 02/2021 → 03/2024
  Truist Investment Services, Inc.
  Glen Burnie, MD
• 02/2021 → 03/2024
  Truist Advisory Services, Inc.
  Glen Burnie, MD
• 04/2024 → Present
  Horse Cove Partners Llc
  Atlanta, GA

Previous Registrations

• 2021-02-17 → 2024-02-26
  Truist Advisory Services, Inc.
  Atlanta, GA
  Allentown, PA
  Glen Burnie, MD
• 2021-01-25 → 2021-02-17
  Bb&T Securities, Llc
  Allentown, PA
  Charlotte, NC
  Richmond, VA
• 2020-09-11 → 2021-02-01
  Horse Cove Partners Llc
  Center Valley, PA
• 2018-01-02 → 2020-02-18
  Bb&T Securities, Llc
  Charlotte, NC
  Allentown, PA
• 2016-07-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Allentown, PA
• 2014-01-21 → 2016-07-12
  Cetera Investment Advisers Llc
  Allentown, PA
• 2007-11-01 → 2014-01-21
  Cetera Investment Services Llc
  Allentown, PA
  Allentown, PA
  Emmaus, PA
• 2002-05-08 → 2005-01-21
  Cetera Investment Services Llc
  Allentown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1985-02-21

Other Names

• Edward Joseph Jr Cwalina
• Ed Joseph Cwalina
• Ed Joseph Cwalina