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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 | 2013-12-16 |
| NJ | RA | APPROVED | 2010-11-22 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
1404 Conway Dr, Swarthmore, PA 19081 • United States
339 W. Baltimore Avenue, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Francis Lojewski | Swarthmore | PA | 07/1992 | Present |
| M Holdings Securities Inc. | Portland | OR | 10/2010 | Present |
| Atlas Advisory Group, Llc | Cranford | NJ | 01/2010 | 06/2019 |
| Madison & Main Advisors Llc | Madison | NJ | 07/2019 | Present |
1) FRANCIS J. LOJEWSKI, LLC; 1404 CONWAY DRIVE, SWARTHMORE, PA 07940; PASS THROUGH ENTITY; NOT INVESTMENT RELATED; OWNER; FOLLOWING TERMS OF LLC AGREEMENT, HANDLING LLC BANK ACCOUNT, AND FILING ANNUAL TAX RETURNS; 12/14/2015; 4 H/M; 4 H/M DURING TRADING HOURS. 2) MADISON & MAIN ADVISORS, LLC; 266 MAIN STREET, MADISON, NJ 07940; 07/01/2019; PARTNER/FINANCIAL PLANNER; FIXED INCOME ANNUITIES AND SINGLE PREMIUM WHOLE LIFE INSURANCE; INVESTMENT RELATED; 4 HOURS/MONTH; 4 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-12 |
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