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Advisor at ALDEN INVESTMENT GROUP
WAYNE, PA | Doylestown, 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 | Apr 6, 2022 | n/a | yes | Doylestown, PA|WAYNE, PA | Current employment |
| ALDEN CAPITAL | Independent wealth | Oct 4, 2021 | Nov 3, 2022 | no | Doylestown, PA|WAYNE, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 28, 2016 | Oct 14, 2021 | no | DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALDEN CAPITAL | ALDEN INVESTMENT GROUP | Nov 3, 2022 | Apr 6, 2022 | -211 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | ALDEN CAPITAL | Oct 14, 2021 | Oct 4, 2021 | -10 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293551:317077:PA:2022-11-03 | Nov 3, 2022 | Apr 6, 2022 | WAYNE, PA | Firm change after gap |