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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-29 |
Branch Locations
7900 Steubenville Pike Suite 33, Imperial, PA 15126 • United States
1398 Sw 160Th Av Ste 503, Weston, FL 33326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management & Research, Inc. | Moon Twp | PA | 10/2013 | 06/2021 |
| Bfc Planning | Moon Twp | PA | 10/2013 | 06/2021 |
| Brokers International Financial Services | Imperial | PA | 06/2021 | Present |
1. Washington/Green County Caravan No. 2 (Shriners); Not investment related; 1877 Shriners Way, Cheswick, PA 15024; Charity; Secretary; 10/30/1995; 6 hours per month; 0 hours during security hours; Secretary of local chapter and past president. 2. Ordained Minister; Not investment related; 345 birth Street, Imperial, PA 15126; Preside over wedding ceremonies; Minister; 06/20/2016; 1 hour per month; 0 hours during security hours; Officiate wedding ceremonies. 3. Mark J Martin; Not investment related; 894 Beaver Grade Road Suite 401, Moon Twp., PA 15108; Fixed insurance sales; Owner; 06/01/1994; 45 hours per month, 5 hours during security hours; Fixed life and annuity sales. 4. M2 (Squared) Wealth Management; Not investment related; 894 Beaver Grade Road Suite 401, Moon Twp., PA 15108; Sale of variable and non variable products; Owner; 09/01/2017; 160 hours per month, 140 hours during security hours; Owner. 5. My Preferred Insurance; not investment related; 9840 Old Perry Highway Wexford, PA 15090; Fixed life and annuity sales; Sales; 06/01/2023; 20 hours per month; 5 hours during security hours; FMO used for sales of fixed life and annuity products. 6. Burgettstown Area Scholarship Foundation; Not investment related; 100 Bavington Road; Burgettstown, PA 15021; Charity, Board of Directors; 06/12/1996; 1 hour per month, 0 hours during security hours; Attend meetings and discuss scholarships to be given to students. 7. Signifigance Financial Group DBA Kuorum Partners, LLC; not investment related; 206 Church St SE, Ste. 210, Leesburg, VA 20175; Insurance Marketing; Executive Director - Operations; 06/15/2023; 80 hours per month, 70 hours during security hours; Provide support to fixed life and annuity agents.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-03 |
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