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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2026-01-07 |
| NJ | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America | Red Bank | NJ | 07/1999 | 06/2017 |
| Massmutual | Warren | NJ | 06/2018 | 10/2019 |
| Mml Investors Services | Warren | NJ | 07/2018 | 10/2019 |
| Unemployed | Lincroft | NJ | 06/2017 | 06/2018 |
| Axa Advisors | Edison | NJ | 10/2019 | 10/2019 |
| Equitable Advisors, Llc | Edison | NJ | 10/2019 | 07/2022 |
| New York Life Insurance Company | Edison | NJ | 07/2022 | 11/2022 |
| Nylife Securities Llc | Edison | NJ | 08/2022 | 11/2022 |
| Eagle Strategies Llc | Edison | NJ | 09/2022 | 11/2022 |
| Mml Investors Services, Llc | Saddle Brook | NJ | 12/2022 | 09/2024 |
| Massmutual Life Insurance Company | Saddle Brook | NJ | 09/2020 | 09/2024 |
| Dworetsky Financial | Manalapan | NJ | 10/2024 | 12/2024 |
| Unemployed | Lincroft | NJ | 01/2025 | 10/2025 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | 01/2026 |
| M Holdings Securities, Inc. | Portland | OR | 01/2026 | Present |
1) Madison Rose Advisors; 266 Main Street, Madison, NJ 07940; M Financial Group Member Firm Employee; Insurance; Investment related; Chief Investment Officer; Build and maintain investment portfolios, meet with clients, trading. 1/6/2026; 120 ho/mo; 120 ho/mo during trading hours. 2) Church of Saint Leo the Great; 50 Hurleys Lane, Lincroft, NJ 07738; Investment related; Finance Committee Member; Review donations and spending, vote on maintenance projects; 6/1/2017; less than 1 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-03 |
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