Erik Nmn Mosholt

Current Employers

46 Peaks Investment Advisory Group

760 Newtown Yardley Road Suite 114, Newtown, PA 18940 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-29
TX	RA	APPROVED_RES	2022-09-09
NJ	RA	APPROVED	2020-03-12
PA	RA	APPROVED	2020-02-19

FL RA
APPROVED

Since 2024-05-29
TX RA
APPROVED_RES

Since 2022-09-09
NJ RA
APPROVED

Since 2020-03-12
PA RA
APPROVED

Since 2020-02-19

Branch Locations

760 Newtown Yardley Road Suite 114, Newtown, PA 18940 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kb Financial Partners, Llc	Princeton	NJ	07/2005	02/2020
M Holding Securities, Inc.	Portland	OR	03/2012	02/2020
46 Peaks Investment Advisory Group	Newtown	PA	02/2020	Present

07/2005 → 02/2020

Kb Financial Partners, Llc

Princeton, NJ
03/2012 → 02/2020

M Holding Securities, Inc.

Portland, OR
02/2020 → Present

46 Peaks Investment Advisory Group

Newtown, PA

Previous Registrations

2005-07-22 → 2020-03-04

Kb Financial Partners, Llc

Princeton, NJ

Princeton, NJ
2006-09-07 → 2013-06-06

Kingsbridge Advisors, Llc

Point Pleasant Beach, NJ
2004-03-17 → 2004-08-11

Equitable Advisors, Llc

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-03-18
S65	Uniform Investment Adviser Law Examination	1994-03-11

S63 Uniform Securities Agent State Law Examination

1994-03-18
S65 Uniform Investment Adviser Law Examination

1994-03-11

Designations

Other Names

Erik Mosholt

View on SEC IAPD

Current Employers

46 Peaks Investment Advisory Group

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews