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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-03 |
| AL | RA | APPROVED | 2023-02-02 |
| MO | RA | APPROVED | 2023-02-02 |
| IL | RA | APPROVED | 2012-02-15 |
Branch Locations
1210 Washington, Highland, IL 62249 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
1007 Broadway, Highland, IL 62249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 02/2012 | Present |
| Portell Financial Services, Inc. | Highland | IL | 07/2005 | Present |
| Lucco Management Company Llc | Highland | IL | 04/2024 | Present |
1) Portell Financial Services; 1210 Washington St., Highland, IL 62249; 05/2000; Case Design; Insurance Sales; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions, Wages/Salary. 2) DBP Wealth Advisory Group LLC; 1007 Broadway, Highland, IL 62249; 12/17/2020; Case Design; Financial Planning; Investment Related; 80 hours/month; 80 hours/month during business hours; Commissions. 3) Lucco Management Company, LLC; 104 Executive Dr., Highland IL 62249; Group Term Insurance; Investment related; Independent Contractor; Data analysis and administration of group term plans; 4/01/2024; 30 hours per month; 30 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-15 |
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