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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 | 2004-11-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Mutual Life | Phila | PA | 10/1975 | Present |
| M. Holdings Securities, Inc. | Portland | OR | 09/2001 | Present |
| Perspective Financial Group Llc, An Alera Group Company | Berwyn | PA | 10/2011 | Present |
1) Perspective Financial Group, LLC; 22 Cassatt Avenue, Suite 100, Berwyn, PA 19312; 11/01/2011; Managing Member; Pass-through entity that receives new & recurring revenue on behalf of Alera Group; Investment Related; 5 hours/month; 5 hours/month during business hours; Ownership, Profits. 2) Perspective Financial Group, an Alera Group Company; 1041 Old Cassatt Avenue, Berwyn PA 19312; M Financial Group Member Firm Affiliation; Investment related; Senior Partner; Manage my 7 person team and full responsibility for servicing and advising clients on insurance, investments and financial, estate and business planning; 11/01/2018; 200 hours per month; 200 hours per month during trading hours 3)The 2004 Christopher Burke Delaware Trust; 640 Spruce Lane, Berwyn PA 19312; Delaware Asset Protection Trust Investment; Investment-related; Investment Advisor; Trust protector; 02/12/2004; 2 hours per month; 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-11 |
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