Best Investors
Account
Sign in
Best Investors
Account
Sign in
4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 06/2020 | Present |
| Volkswagen Group Of America | Herndon | VA | 03/2016 | 03/2020 |
| Unemployed | Stroudsburg | PA | 03/2020 | 04/2020 |
| Vw Credit, Inc. | Herndon | VA | 10/1997 | 03/2020 |
| Mtm Financial Group | Bethlehem | PA | 04/2020 | Present |
| Mtm Financial Group, Llc | Bethlehem | PA | 01/2021 | Present |
-1- Notary Services Position: Employee - W2 Nature: Notary Services Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 05/10/2021 Address: 4505 Hanoverville Road, Bethlehem PA 18020 Description: Provide notary services as required. -2- MtM Financial Group Position: Employee - W2 Nature: Registered Investment Advisor Investment Related: Yes Hours: 175 Securities Trading Hours: 140 Start Date: 01/22/2021 Address: 4505 Hanoverville Road, Bethlehem PA 18020 Description: Meet with prospects; manage client relationships; make investment decisions; client invoicing; firm compliance administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
Reach out to this advisor