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JM

John D. Mahshie

MPM ADVISORS GROUP
LIVERPOOL, NY 13088
Some features on this profile are disabled
CRD#: 5824305
JM

Professional summary

John Dallas Mahshie is a registered financial advisor currently at MPM ADVISORS GROUP LLC located in Liverpool, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dallas Mahshie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 21, 2025 - Present

MPM ADVISORS GROUP LLC

Office #1: 1101 Fern Hollow Drive, Liverpool, NY 13088
RIA
CRD#: 335595
LIVERPOOL, NY
Past

September 15, 2021 - December 19, 2025

IBN FINANCIAL SERVICES, INC.

RIA
CRD#: 42360
Liverpool, NY
Past

February 21, 2012 - February 2, 2026

IBN FINANCIAL SERVICES, INC.

BD
CRD#: 42360
Liverpool, NY
Past

September 1, 2010 - December 22, 2011

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
ROCHESTER, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(10/21/2025)
IAR
Texas
(10/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/25/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/31/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MA
MPM ADVISORS GROUP LLC
MPM ADVISORS GROUP LLC

CRD#: 335595 / SEC#: 801-134410

RIA
Registered Investment Advisory firm - (9/22/2025 120-Day Approval)
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Contact information

Main Address
1101 Fern Hollow Drive, Liverpool, NY 13088
Mailing Address
Phone number
(315) 461-0414
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts179
AUM (Assets Under Management)$ 116,079,005

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MPM ADVISORS GROUP LLC

CRD#: 335595Liverpool, NY 13088

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