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2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-02-07 |
Branch Locations
2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2013 | Present |
| Valley Forge Financial Group | Audubon | PA | 02/2007 | Present |
| Valley Forge Investment Consultants, Inc. | Audubon | PA | 02/2007 | Present |
(1) MHS Holdings Securities, Inc.; 1125 N.W. Couch Street, Suite 900, Portland, OR 97209; 06/2013; Registered Representative; Insurance products; Investment Related; 40 hours/month; 40 hours/month during business hours; Commissions. (2) Investment Adviser Representative of Valley Forge Investment Consultants, Inc.; Investment Related; 2500 Monroe Blvd., Suite 100, Audubon, PA 19403; 120 hours/month; 120 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-20 |
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