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4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-14 |
| PA | RA | APPROVED | 2020-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mtm Financial Group, Llc | Bethlehem | PA | 06/2009 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2010 | Present |
| Mtm Financial Group, Llc | Bethlehem | PA | 09/2020 | Present |
MTM FINANCIAL GROUP, 4505 HANOVERVILLE ROAD, BETHLEHEM, PA 18020; INVESTMENT RELATED; 06/01/2009; EMPLOYEE - W2; REGISTERED INVESTMENT ADVISOR ,TAX PREPARATION; PROVIDE INVESTMENT AND TAX ADVICE TO VARIOUS MTM CLIENTS; HOURS PER MONTH; 180; DURING SECURITIES TRADING HOURS: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-20 |
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