Brett David Keller

Current Employers

Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	1994-05-23

PA RA
APPROVED

Since 1994-05-23

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • 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

Organization	City	State	From	To
M Holdings Securities, Inc.	Portland	OR	06/2013	Present
Valley Forge Investment Consultants, Inc.	Audubon	PA	07/2002	Present

06/2013 → Present

M Holdings Securities, Inc.

Portland, OR
07/2002 → Present

Valley Forge Investment Consultants, Inc.

Audubon, PA

Other Businesses

(1) Investment Adviser Representative of Valley Forge Investment Consultants, Inc.; 07/2002; Investment Related; 2500 Monroe Blvd., Suite 100, Audubon, PA 19403; 35 hours/week during business hours. (2) Registered Representative of M Holdings Securities, Inc.; Investment Related, which includes fundraising for Valley Forge private funds; Main office address:1125 N.W. Couch Street, Suite 900, Portland, OR 97209; Branch office address: 2500 Monroe Blvd., Suite 100, Audubon, PA 19403; 5 hours/week during business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-09-16

S66 Uniform Combined State Law Examination

2002-09-16