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Advisor at ALDEN INVESTMENT GROUP
WAYNE, PA | Baton Rouge, LA
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 | Feb 24, 2026 | n/a | yes | Baton Rouge, LA|WAYNE, PA | Current employment |
| CREST PRIVATE WEALTH, LLC | State registered | Dec 4, 2025 | Feb 24, 2026 | no | Baton Rouge, LA|MEMPHIS, TN | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 21, 2024 | Oct 29, 2025 | no | BATON ROUGE, LA | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Apr 3, 2023 | Mar 21, 2024 | no | BATON ROUGE, LA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 20, 2016 | Mar 31, 2023 | no | BATON ROUGE, LA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | May 28, 2013 | Sep 22, 2016 | no | Baton Rouge, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREST PRIVATE WEALTH, LLC | ALDEN INVESTMENT GROUP | Feb 24, 2026 | Feb 24, 2026 | 0 | Firm change | Other |
| CETERA INVESTMENT ADVISERS LLC | CREST PRIVATE WEALTH, LLC | Oct 29, 2025 | Dec 4, 2025 | 36 | Firm change | Ibd to state RIA |
| CETERA ADVISORS LLC | CETERA INVESTMENT ADVISERS LLC | Mar 21, 2024 | Mar 21, 2024 | 0 | Bulk transfer | Ibd to ibd |
| KESTRA ADVISORY SERVICES, LLC | CETERA ADVISORS LLC | Mar 31, 2023 | Apr 3, 2023 | 3 | Firm change | Ibd to ibd |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 20, 2016 | -155 | Bulk transfer | Other |