Kristin Lucille Barens

Current Employers

Employment History

• 11/2000 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 04/2013 → Present
  Mullin Barens Sanford Financial & Insurance Services, Inc.
  Oxnard, CA
• 03/2013 → Present
  Mullin Barens Sanford Financial And Insurance Services Llc
  Oxnard, CA

Other Businesses

1) Beachin Santa Barbara, LLC; Santa Claus Lane, Carpentaria, CA 93013; 7/1/2018; Member; No direct role, husband to handle day-to-day duties; Not Inv Related; 0 h/m; 0 h/m during trading hrs 2) Mullin Barens Sanford Financial & Insurance Services LLC; 1421 Emerson Avenue, Oxnard CA 93033; Insurance; Inv Related; Principal, Ownership; Selling insurance products and benefits consulting services for a fee, also managing the firm on a day to day basis; 4/1/2013; 160 h/m; 160 h/m during trading hrs 3) MC Insurance Services Holdings, Inc., (ZINCH); 2242 Purdue Avenue, Los Angeles, CA 90064; 01/01/2001; Shareholder; Insurance sales pre-2000; Inv Related; 0 h/m; 0 h/m during trading hrs 4) Mullin Insurance Services Holdings, Inc. (MINCH); 2242 Purdue Avenue, Los Angeles, CA 90064; 01/01/1997; Shareholder; Insurance sales pre-2000; Inv Related; 0 h/m; 0 h/m during trading hrs 5) Beachin Teton, LLC; 14380 South Caddis Court, Jackson, WY 83001; 02/07/2020; Member; No direct role, husband to handle day-to-day duties; Not Inv Related; 0 h/m; 0 h/m during trading hrs 6) UCLA Women's Health Advisory Board; 100 UCLA Medical Plaza, Suite 250, Los Angeles, CA 90095; 01/2003; Advisory Board Member; Help promote involvement of other women, fundraising for this charity; Not Inv Related; 1 h/m; 1 h/m during trading hrs 7) M Financial Holdings; 1125 NW Couch Street, #900, Portland, OR 97209; 09/2021; Board Member; Strategic decision-making and governance responsibilities for M Financial Holdings; Inv Related; 10 h/m; 10 h/m during trading hrs 8) Jeffrey C. Barens Insurance Trust; 14380 S. Caddis Court, Jackson WY 83001; Trustee for ILIT; Inv Related; Trustee; Trustee duties; 05/26/2010; 0 h/m; 0 h/m during trading hrs 9) Trustee of The Bernita Irene Miller; 14380 S Caddis Ct, Jackson, WY 83001; Trustee; Inv Related; Trustee; Trustee for my sister; 03/07/2017; 0 h/m; 0 h/m during trading hrs 10) Trustee of The Robert Allen Pack Trust B; 14380 S Caddis Ct, Jackson, WY 83001; Trustee; Inv Related; Trustee; Trustee for my brother; 03/07/2017; 0 h/m; 0 h/m during trading hrs 11) M Center of Excellence; 1125 NW Couch Street, Portland OR 97209; Charity; Not Inv Related; President of BOD; Helping raise funds for charity and working with Board to make grants; 05/30/2024; 4 h/m; 4 h/m during trading hrs 12) Beachin Hawaii LLC; 14380 S Caddis Ct, Jackson, WY, 83001; Entity to own real estate; Inv Related; Member; Passive member; 06/19/2023; 0 h/m; 0 h/m during trading hrs 13) Beachin Companies LLC; 14380 S Caddis Ct, Jackson, WY, 83001; Real estate; Inv Related; Member; Passive member/owner; 06/19/2023; 0 h/m; 0 h/m during trading hr

Exams

• S66 Uniform Combined State Law Examination
  2007-12-12
• S63 Uniform Securities Agent State Law Examination
  1990-12-14