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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-09 |
Branch Locations
4905 Tilghman Street Suite 100, Allentown, PA 18104 • United States
4905 Tilghman Street Suite 100, Allentown, PA 18104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-04-23 |
Branch Locations
4905 Tilghman Street Suite 100, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc | Portland | OR | 01/2011 | Present |
| Deep Draft Consulting, Llc | Allentown | PA | 11/2013 | Present |
| Cornerstone Financial Consultants, Ltd | Allentown | PA | 01/2004 | Present |
1) DEEP DRAFT CONSULTING, LLC; 1802 HAMILTON ST., ALLENTOWN, PA 18104; 10/2020; OWNER/OFFICER; OFFER BUSINESS PLANNING AND FINANCIAL ADVISORY SERVICES TO INDIVIDUALS, AND CORPORATIONS AND BUSINESS ENTITIES PROVIDE THE INVESTMENT ADVISORY PRODUCTS AND SERVICES; INVESTMENT RELATED; 5 HOURS/MONTH; 5 HOURS/MONTH DURING BUSINESS HOURS; REFERRALS/REFERRAL FEES. 2) CORNERSTONE FINANCIAL CONSULTANTS,LTD. DBA 1802 Insurance And Cornerstone Advisors; 1802 HAMILTON STREET ALLENTOWN, PA 18014; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; CEO/PRESIDENT; MEET WITH CLIENTS, UNDERSTAND GOALS AND OBJECTIVES, HELP DEVELOP PLAN TO MEET GOALS; 10/01/2000; 200 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-04 |
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