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Current Employers
Mtm Financial Group, Llc

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-11-09
  • PA RA
    APPROVED
    Since 2018-11-09

Branch Locations

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab And Co. Wayne PA 06/1999 06/2017
Charles Schwab Bank Wayne PA 02/2005 05/2017
Td Ameritrade Philadelphia PA 06/2017 10/2018
Mtm Financial Group, Llc Bethlehem PA 09/2018 Present
The Strategic Financial Alliance, Inc. Atlanta GA 09/2018 Present
Mtm Financial Group, Llc Bethlehem PA 09/2018 Present
  • 06/1999 → 06/2017
    Charles Schwab And Co.
    Wayne, PA
  • 02/2005 → 05/2017
    Charles Schwab Bank
    Wayne, PA
  • 06/2017 → 10/2018
    Td Ameritrade
    Philadelphia, PA
  • 09/2018 → Present
    Bethlehem, PA
  • 09/2018 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 09/2018 → Present
    Bethlehem, PA
Previous Registrations
  • 2017-06-09 → 2018-10-04
    Td Ameritrade, Inc.
    Philadelphia, PA
  • 2017-06-09 → 2018-10-04
    Td Ameritrade Investment Management, Llc
    Philadelphia, PA
  • 2016-03-03 → 2017-06-06
    Wayne, PA
    Wayne, PA
Other Businesses

1). MtM Financial Group, LLC; 4505 Hanoverville Road, Bethlehem, PA 18020, Unites States; Investment Related; Start Date: 09/27/2018; Position: Employee - W2, Description: Financial Advisor offering investment advice to clients, Nature: Registered Investment Advisor DBA for financial services offered through SFA; Hours per Month: 160; During Securities Trading Hours: 130

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-12
S63 Uniform Securities Agent State Law Examination 1997-06-28
  • S65 Uniform Investment Adviser Law Examination
    1998-01-12
  • S63 Uniform Securities Agent State Law Examination
    1997-06-28
Other Names
  • Gregory Thomas Reidt
  • Gregory Thomas Grillo
  • Gregory T Reidt

View on SEC IAPD

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