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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 | 2021-04-07 |
Branch Locations
1041 Old Cassatt Road, Berwyn, PA 19312 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2012 | 10/2020 |
| Brumbaugh Wealth Management | Exton | PA | 10/2020 | 01/2021 |
| Perspective Financial Group | Berwyn | PA | 03/2021 | Present |
| M Holdings Securities | Portland | OR | 03/2021 | Present |
1) Perspective Financial Group; 1041 Old Cassatt Road, Berwyn PA 19312; Insurance/Investments; Investment Related; Financial Advisor; Onboarding new clients; 03/08/2021; 160 hr/mo; 160 hr/mo during trading hours 2) Chester County Young Life; 127 E Chestnut St, West Chester, PA 19380; Set & review budget; Not Investment Related; Treasurer; Help set yearly budget, review budget at meetings; 01/2021; 3 hr/mo; 0 hr/mo during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
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