Edward John Mcnicholas

Employer firm

Valley Forge Investment Consultants, Inc. CRD 123898

$3.49B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-12-02
PA	RA	APPROVED	2002-03-22

TX RA
APPROVED_RES

Since 2016-12-02
PA RA
APPROVED

Since 2002-03-22

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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
Valley Forge Pension Mgmt	Audubon	PA	02/1992	Present
Valley Forge Investment Consultants, Inc.	Audubon	PA	01/2002	Present
M Holdings Securities, Inc.	Portland	OR	06/2013	Present

02/1992 → Present

Valley Forge Pension Mgmt

Audubon, PA
01/2002 → Present

Valley Forge Investment Consultants, Inc.

Audubon, PA
06/2013 → Present

M Holdings Securities, Inc.

Portland, OR

Other Businesses

(1) Investment Adviser Representative of Valley Forge Investment Consultants, Inc.; Investment Related; 2500 Monroe Blvd., Suite 100 Audubon, PA 19403; 30 hours/week.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-02-26
S63	Uniform Securities Agent State Law Examination	1999-05-21

S65 Uniform Investment Adviser Law Examination

2001-02-26
S63 Uniform Securities Agent State Law Examination

1999-05-21

View on SEC IAPD