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118 Wood Street, Doylestown, PA 18901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 05/2010 | 12/2016 |
| Mg Financial Management, Llc | Doylestown | PA | 10/2016 | Present |
Insurance Agent, PA Lic. No. 287104. Fixed Annuities. Investment related. Infrequent hrs. Not usually during market. Name of the other business: Forest Grove Presbyterian Church Investment-related: No Address: 1856 Forest Grove Rd, Forest Grove, PA 18922 Nature of the business: Church Position, title, or relationship with the other business: Board Member Start date: 4/2025 Approximate hours/month: 2 Hours during securities trading hours: 0 Duties: oversee day-to-day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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