Michael David Molewski

Current Employers

Employment History

• 04/2000 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2015 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2000-11-08 → 2015-12-23
  Mfp Strategies
  Bethlehem, PA

Other Businesses

(1) American Bank; 4029 West Tilghman Street, Allentown, PA 18104; 10/1/05; Board of Directors; Chairman of Asset Liability Committee, member of Audit, Technology, Loan and Compensation committees; Not investment related; 12 hours/month; 8 hours/month during business hours. (2) The Pennsylvania Society; 808 Bethlehem Pike, Suite One, Erdenheim, PA 19038; 6/1/17; Board of Directors Council Member; Not investment related; 1 hour/month, 0 hours/month during business hours. (3) CAPTRUST | CapFinancial Partners, LLC dba Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown, PA 18101; 8/1/15; Principal; Financial Advisor; Investment Related; 150 hours/month; 150 hours/month during business hours; Expense Reimbursement, Ownership. (4) Laurel Run Lodge, LLC; 600 Hamilton Street, Allentown, PA 18101; 4/1/15; Managing Member; Hunting land in northeast PA; Not investment related; 0 hours/month; 0 hours/month during business hours. (5) MFS Gateway LLC; 600 Hamilton Street, Allentown, PA 18101; 2005; Managing Member; Investment partnership; 1 hour/month; 0 hours/month during business hours. (6) MoEd Productions, LLC; Private residence; 2/29/16; Managing member; Invest in media such as films; Investment related; 1 hour/month; 0 hours/month during business hours. (7) Molewski Partners, LP; Bethlehem, PA; 2000; General Partner; Investment partnership; Investment Related; 1 hour/month; 0 hours/month during business hours. (8) Sunday Road Farm, LLC; 2650 Ballybunion Road, Center Valley, PA 18034; 7/31/18; Member; Property owned by LLC, 1/3 ownership of LLC; Not investment related; 0 hours/month; 0 hours/month during business hours; Ownership. (9) Valley Youth House; 3400 High Point Blvd, Bethlehem, PA 18017; 6/15/2020; Member, Board of Directors; Attend board meetings; Not investment related; 1 hour/month; 1 hour/month during business hours. (10) The Edwards Family 2021 Trust; Private residence; 05/01/2021; Trustee; I will act as trustee of the life insurance trust. I will not receive compensation as trustee; Investment Related; 1 hour/month; 0 hours/month during business hours. (11) Lehigh Valley Wine Gala; 3835 Green Pond Rd Bethlehem, PA 18020; Charity Event; Not Investment Related; Co-Chairman; Co-Chairing update meetings with the event committee; 01/01/2023; 1 hour per month; 0 hours per month during trading hours. (12) M Financial Group Compensation Committee; 2699 Howell Street, Suite 1100 Dallas, TX 75204;Committee Membership; Not Investment related; Committee Member; Committee meeting; July 1, 2026;1 hour/month;1 hour/month per trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-13

Designations