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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-13 |
| LA | RA | APPROVED | 2025-11-25 |
Branch Locations
2052 Route 35, Wall, NJ 07719 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Manasquan | NJ | 01/2006 | 12/2024 |
| J. Alden Associates, Inc. | Wayne | PA | 12/2024 | 11/2025 |
| Alden Investment Advisors Llc | Wayne | PA | 12/2024 | 11/2025 |
| Kingswood Capital Partners | Wall | NJ | 11/2025 | Present |
| Kingswood Wealth Advisors | Wall | NJ | 11/2025 | Present |
1) VSL Wealth Advisory LLC,Is Investment Related,"2052 Route 35, Suite 101, Wall, NJ, 07719, United States",LLC established to pay expenses,President,12/18/2024,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,LLC to pay expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-12 |
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