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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 | 07/1984 | Present |
| Cornerstone Financial Consultants, Ltd. | Allentown | PA | 05/2004 | Present |
1) No business name; Investment-Related; Allentown, PA; Insurance; Director of Insurance Services & Plan Design; 07/1984; Spends 80% of her time; Duties are to sell accident and health, life and fixed annuities, variable life and variable annuity insurance with various companies 2) CORNERSTONE FINANCIAL CONSULTANTS, LTD, DBA CORNERSTONE ADVISORS DBA 1802 INSURANCE; 1802 HAMILTON ST., ALLENTOWN, PA 18104; MEMBER FIRM AFFILATION; INVESTMENT RELATED; EXECUTIVE VICE PRESIDENT; BUSINESS, ESTATE, AND INSURANCE PLANNING; 07/26/1984; 163 HOURS PER MONTH; 163 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-08 |
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