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4505 Hanoverville Road, Bethlehem, PA 18020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| PA | RA | APPROVED | 2008-08-06 |
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 |
|---|---|---|---|---|
| Mtm Financial Group, Llc | Bethlehm | PA | 06/2008 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 02/2009 | Present |
1. MORE THAN MONEY, LLC. INVESTMENT RELATED. 4505 HANOVERVILLE ROAD BETHLEHEM, PA 18020. FINANCIAL INFORMATION PROVIDED TO THE PUBLIC THROUGH VARIOUS MEDIA INCLUDING, BUT NOT LIMITED TO: TELEVISION, RADIO, WEB SITE, AND PRINT. THE COMPANY ALSO OWNS THE OFFICE BUILDING LEASED BY MTM FINANCIAL GROUP, LLC AND ONE ADDITIONAL TENANT. PRESIDENT. 01/2008. 10 HOURS/MONTH. 2 DURING TRADING. HOST OF TV AND RADIO SHOWS, CREATOR OF PRINTED MATERIALS, OVERSIGHT OF WEBSITE, DESIGN AND PRODUCTION OF LIVE EVENTS. 2. MTM FINANCIAL GROUP, LLC. INVESTMENT RELATED. 4505 HANOVERVILLE ROAD BETHLEHEM, PA 18020. REGISTERED INVESTMENT ADVISER AND TAX PREPARATION. OWNER. 01/2008. 150 HOURS/MONTH, 130 DURING TRADING. PROVIDE PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING SERVICES. INCOME TAX PREPARATION. 3. SEVEN NOTES HOMESTEAD. NOT INVESTMENT RELATED. DICKISON LANE, STROUDSBERG, PA. RENTAL HOME. PROPERTY TO BE MANAGED BY DAUGHTER. OWNER. 06/2021. 8 HOURS/MONTH, 4 DURING TRADING. PROVIDE CAPITAL AND COLLECT RENTS, WILL PRIMARILY BE PASSIVE OWNER AS DAY TO DAY RESPONSIBILITIES WILL BE MANAGED BY MY CHILDREN.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-23 |
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