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.

Current firm

ALDEN INVESTMENT GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 21, 2012

First registration

Jan 2, 2013

Dual registered

yes, broker-dealer

Other names

JACQUELINE MICHELE OPREAN|JACQUELINE M OPREAN-POLNIK|JACQUELINE MICHELE POLNIK|Jacqueline M Oprean

IAPD individual key

6129929

• Occurred

  Feb 11, 2024
  Advisor changed firm

  Jacqueline M Oprean left Edward Jones for Alden Investment Group (registered 2024-02-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa5a21a3-569d-2713-e45a-751599dc0c64

First observed

Jan 2, 2013

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.