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4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Mtm Financial | Bethlehem | PA | 04/2012 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 04/2012 | Present |
| Mtm Financial Group, Llc | Bathlehem | PA | 04/2012 | Present |
MtM Financial Group 4505 Hanoverville Road, Bethlehem, PA,18020, United States; Started: 04/16/2012; Position: Employee - W2; Nature: Registered Investment Advisor; Description: Assist in advising MtM clients; Investment Related: Yes; Hours/Month: 80; Hours during securities trading: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-29 |
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