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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-04 |
Branch Locations
600 Hamilton Street Suite 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 02/2015 | Present |
| Cornerstone Advisors | Allentown | PA | 04/2014 | 04/2024 |
| Strategic Advisor Group | Allentown | PA | 04/2024 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 03/2025 | Present |
1. Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown PA 18101; Business, estate, and wealth planning for ultra-high net worth individuals; Investment Related; Senior Consultant; Client service, including internal client planning discussions and material prep for advisors; 04/15/2024; 165 hr/mo; 165 hr/mo during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-01 |
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