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Edward Joseph Cwalina

Horse Cove Partners LLC

Center Valley, PA

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Current Employers
Horse Cove Partners Llc

1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-17
  • PA RA
    APPROVED
    Since 2024-05-17

Branch Locations

Center Valley, PA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbtis Allentown PA 07/2016 02/2020
Bb&T Securities, Llc Allentown PA 01/2018 02/2020
The Leaders Group, Inc. Littleton CO 08/2020 01/2021
Jbc Companies Fort Wayne IN 03/2020 01/2021
Horse Cove Partners Atlanta GA 08/2020 01/2021
Bb&T Securities, Llc. Allentown PA 01/2021 02/2021
Truist Investment Services, Inc. Glen Burnie MD 02/2021 03/2024
Truist Advisory Services, Inc. Glen Burnie MD 02/2021 03/2024
Horse Cove Partners Llc Atlanta GA 04/2024 Present
  • 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
    Glen Burnie, MD
  • 04/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2021-02-17 → 2024-02-26
    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
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-31
S63 Uniform Securities Agent State Law Examination 1985-02-21
  • 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

View on SEC IAPD

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