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4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-28 |
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