DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ALDEN CAPITAL
Wayne, PA | WAYNE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALDEN INVESTMENT GROUP | Independent wealth | Jul 27, 2022 | n/a | yes | Wayne, PA|WAYNE, PA | Current employment |
| ALDEN CAPITAL | Independent wealth | May 23, 2018 | n/a | yes | Wayne, PA|WAYNE, PA | Current employment |
| EQUALIZE CAPITAL LLC | Asset manager | Mar 6, 2019 | Dec 31, 2022 | no | SAN JUAN, PR|JENKINTOWN, PA|Wayne, PA | Previous registration |
| BLUESTONE CAPITAL MANAGEMENT, LLC | Asset manager | Aug 17, 2012 | Nov 15, 2017 | no | WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUALIZE CAPITAL LLC | ALDEN INVESTMENT GROUP | Dec 31, 2022 | Jul 27, 2022 | -157 | Firm change after gap | Other |
| BLUESTONE CAPITAL MANAGEMENT, LLC | ALDEN CAPITAL | Nov 15, 2017 | May 23, 2018 | 189 | Firm change | Other |