Mark Parker

J. ALDEN ASSOCIATES

Wall, NJ 07719

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CRD#: 720309

Professional summary

Mark Parker, who also goes by Mark Przybylowski, is a registered financial professional currently at J. ALDEN ASSOCIATES, INC. located in Wall, New Jersey.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1980. Mark has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mark Przybylowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mark Parker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 2052 Route 35 Suite 101, Wall, NJ 07719

CRD#: 40002

Wall, NJ

Past

November 7, 2019 - September 27, 2022

CANTELLA & CO., INC.

CRD#: 13905

Red Bank, NJ

Past

December 7, 2012 - November 5, 2019

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MOUNT LAUREL, NJ

Past

June 1, 2009 - December 12, 2012

MORGAN STANLEY

CRD#: 149777

MT. LAUREL, NJ

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

VOORHEES, NJ

Past

March 18, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

VOORHEES, NJ

Past

June 24, 1987 - April 14, 2005

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

July 21, 1983 - June 15, 1987

TUCKER ANTHONY INCORPORATED

CRD#: 837

Past

March 9, 1983 - August 23, 1983

PATTEN SECURITIES CORP.

CRD#: 8210

Past

October 20, 1981 - December 9, 1982

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

Past

December 11, 1980 - November 19, 1982

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/19/2022)

Florida
(9/19/2022)

Massachusetts
(9/22/2022)

Nevada
(9/19/2022)

New Jersey
(9/30/2022)

Pennsylvania
(9/19/2022)

South Carolina
(9/19/2022)

Exams

State Security Law Exam

Series 63

Date: 4/5/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1983

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/1980

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

J. ALDEN ASSOCIATES, INC.

CRD#: 40002 / SEC#: , 8-48938

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

37 West Ave Suite 301, Wayne, PA 19087

Mailing Address

37 West Ave Suite 300, Wayne, PA 19087

Phone number

(215) 572-8700

Established

Delaware since 10/30/1995

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CALFO, LEE ALBERT	CEO, PRINCIPAL, RESEARCH PRINCIPAL	4782334
CASTLE CREEK LAUNCHPAD FUND I, LP	SHAREHOLDER
SMITH, KENNETH RICHARD	PRINCIPAL, CHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL, AMLCO	2300203
ENGELBACH, PETER ALDEN	PRESIDENT, PRINCIPAL, OPTIONS PRINCIPAL	201177
KINZER, CAROL ANN	FINOP	4519471

Disclosures

Regulatory Event	3
Civil Event	1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mark Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTELLA & CO., INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

JANNEY MONTGOMERY SCOTT LLC

TUCKER ANTHONY INCORPORATED

PATTEN SECURITIES CORP.

INVESTMENT ADVISORS & CONSULTANTS, INC.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/5/1983

SIE

Date: 10/1/2018

Series 7

Date: 1/15/1983

Series 6

Date: 12/5/1980

FINRA

Current Firm

J. ALDEN ASSOCIATES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

J. ALDEN ASSOCIATES, INC.

TRUST BUT VERIFY

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