John Dallas Mahshie

Employer firm

Mpm Advisors Group LLC CRD 335595

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 01/2010 → Present
  Ilarios Trattoria
  Syracuse, NY
• 04/2010 → Present
  Bonefish Grill
  Fayetteville, NY
• 08/2011 → Present
  Independent Insurance Agent
  Liverpool, NY
• 12/2011 → Present
  Ibn Financial Services, Inc.
  Liverpool, NY
• 10/2024 → Present
  Mpm Advisors Group Llc
  Liverpool, NY

Previous Registrations

• 2021-09-15 → 2025-12-19
  Ibn Financial Services, Inc.
  Liverpool, NY
  Liverpool, NY
  Liverpool, NY
  Liverpool, NY
  Liverpool, NY

Other Businesses

Name: MPM Tax Pros; Inv Rel: No; Nature: Tax Prep Services; ADDR: 1101 Fern Hollow Dr., Liverpool, NY 13088, Position: Owner/Partner; Start: 02/2024; 60 Hours Per Month, 0 Hours During Trading Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-25
• S63 Uniform Securities Agent State Law Examination
  2010-10-12