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Owen Cook

M Holdings Securities, Inc.

Dallas, TX

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-04
  • TX RA
    APPROVED
    Since 2024-04-04

Branch Locations

2699 Howell Street Suite 1100, Dallas, TX 75204 • 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
Kestra Advisory Services, Llc Austin TX 04/2016 07/2018
Charles Schwab & Co., Inc. Westlake TX 07/2018 02/2024
M Holdings Securities, Inc. Portland OR 04/2024 Present
Unemployed Farmers Branch TX 02/2024 04/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-12
S63 Uniform Securities Agent State Law Examination 1989-06-16
  • S66 Uniform Combined State Law Examination
    2004-05-12
  • S63 Uniform Securities Agent State Law Examination
    1989-06-16
Other Names
  • Owen Jr Cook
  • Owen Cook
  • Owen Cook

View on SEC IAPD

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