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Current Employers
Mtm Financial Group, Llc

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-25
  • PA RA
    APPROVED
    Since 2026-02-25

Branch Locations

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Chester University Campus Recreation Center West Chester PA 09/2021 05/2025
Northwestern Mutual Center Valley PA 05/2024 08/2024
Unemployed Bethlehem PA 10/2017 08/2019
Monogram Custom Homes & Pools Coopersburg PA 10/2020 01/2024
Self-Employed Bethlehem PA 07/2015 10/2017
Penn Basketball Club Easton PA 06/2025 Present
Equitable Advisors, Llc New York NY 01/2025 08/2025
The Strategic Financial Alliance, Inc. Atlanta GA 10/2025 Present
Valley Wellness Center Allentown PA 08/2019 09/2020
Equitable Advisors Woodbridge NJ 01/2025 08/2025
Mtm Financial Group Bethlehem PA 09/2025 Present
  • 09/2021 → 05/2025
    West Chester University Campus Recreation Center
    West Chester, PA
  • 05/2024 → 08/2024
    Northwestern Mutual
    Center Valley, PA
  • 10/2017 → 08/2019
    Unemployed
    Bethlehem, PA
  • 10/2020 → 01/2024
    Monogram Custom Homes & Pools
    Coopersburg, PA
  • 07/2015 → 10/2017
    Self-Employed
    Bethlehem, PA
  • 06/2025 → Present
    Penn Basketball Club
    Easton, PA
  • 01/2025 → 08/2025
    New York, NY
  • 10/2025 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 08/2019 → 09/2020
    Valley Wellness Center
    Allentown, PA
  • 01/2025 → 08/2025
    Equitable Advisors
    Woodbridge, NJ
  • 09/2025 → Present
    Mtm Financial Group
    Bethlehem, PA
Previous Registrations
Other Businesses

06/2025 to Present; Penn Basketball Club; Non-investment Related; 500 Zucksville Rd., Easton, PA 18040; basketball club; Youth Basketball Referee; 10 hours per week (evenings and weekends);

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20
Other Names
  • Gavin Kirsch

View on SEC IAPD

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