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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 | 1994-05-23 |
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 |
|---|---|---|---|---|
| Valley Forge Investment Consultants, Inc. | Audubon | PA | 01/1993 | Present |
| M Holdings Securities, Inc. | Portland | OR | 06/2013 | Present |
-CHAIRMAN OF VALLEY FORGE FINANCIAL GROUP, INC., 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; NON-INV REL; ESTATE PLANNING; 5 HRS/WK DURING BUS HRS -CHAIRMAN OF VALLEY FORGE FAMILY OFFICE; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; NON-INV REL; 1 HR/WK DURING BUS HRS -REGISTERED REPRESENTATIVE OF M HOLDINGS SECURITIES, INC.; INV REL; MAIN OFFICE ADDRESS: 1125 N.W. COUCH STREET, STE 900, PORTLAND, OR 97209; BRANCH OFFICE ADDRESS: 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; 10 HRS/WEEK DURING BUS HRS -INVESTMENT ADVISER REPRESENTATIVE OF VALLEY FORGE INVESTMENT CONSULTANTS, INC.; INV REL; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; 28 HRS/WK DURING BUS HRS -CHAIRMAN OF VALLEY FORGE PRIVATE EQUITY AND VFPE ADVISORS LLC; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; INV REL; PRIVATE EQUITY; 5 HRS/WK DURING BUS HRS -VALLEY FORGE PRIVATE EQUITY FUNDS; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; JUNE 2015; GENERAL PARTNER; EVALUATE AND SELECT PRIVATE EQUITY MANAGERS FOR THE FUNDS; INV REL; 4 HRS/MO DURING BUS HRS -VALLEY FORGE REAL ESTATE FUNDS; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; REAL ESTATE; MANAGING MEMBER; 11/2013; MAKE MANAGERIAL DECISIONS PERTAINING TO OPERATIONS OF THE PRIVATE FUNDS; INV REL; 4 HRS/MO DURING BUS HOURS 1. VFF XIV LP* 2. VFF XIV HOLDCO LLC* 3. VFF XIV LLC* *(1)-(3): 1000 WESTLAKES DR STE 200 BERWYN, PA 19312; PRIVATE EQUITY INVESTMENT; INV REL; MANAGING MEMBER; SELECTION, MANAGEMENT, AND DISPOSITION OF INVESTMENTS; 6/1/23; 2 HRS/MO; 2 HRS/MO DURING TRADING HOURS 4. FAMILY TRUST; 2500 MONROE BLVD, STE 100, AUDUBON PA 19403; FIDUCIARY ROLE; INV REL; CO-TRUSTEE; RESPONSIBLE FOR INVESTING THE TRUST PORTFOLIO IN A PRUDENT MANNER; START DATE 01/11/10; 4 HRS/MO; 1 HR/MO DURING TRADING HOURS 5. TEAM ARNAV FDTN; 5925 ELDERBERRY DR, OREFIELD, PA 18069; CHARITY; NOT INV REL; PRESIDENT; RAISE FUNDS & AWARENESS TO END OSTEOSARCOMA; 7/15/22; 5 HRS/MO; 2 HRS/MO DURING TRADING HRS 6. EDGEWATER VFF LP; 1/1/13** 7. EVFF LLC; 1/1/13** 8. DV RESIDENTIAL LP; 1/1/13** 9. DV RESI LLC; 1/1/13** 10. DV SAN DIEGO LLC; 1/1/13** 11. VF INVEST I LLC; 6/30/16** **(6)-(11): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE FUND; NOT INV-REL; AUTH SIGNER; AUTH SIGNER ON ACCOUNTS; 1 HR/MO; 1 HR/MO DURING TRADING HRS 12. VF REAL ESTATE II LP; 9/30/16*** 13. VF REAL ESTATE III LP; 3/1/19*** 14. VFRE IV LLC; 4/20/23*** 15. VF REAL ESTATE IV LP; 4/20/22*** ***(12)-(15): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE INV; INV-REL; MANAGING MEMBER; SELECTION, MGMT & DISPOSITION OF INVESTMENTS; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS 14. DV PARC HOLDCO LLC; 8/17/21**** 15. DV RESI III LLC; 8/18/21**** ****(14)-(15): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE INV; NOT INV-REL; MANAGING MEMBER; MGMT, STRATEGY & DEVELOPMENT OF ASSETS; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-26 |
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