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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
CA RA APPROVED 2025-01-30
  • CA RA
    APPROVED
    Since 2025-01-30

Branch Locations

600 Corporate Pointe Suite 600, Culver City, CA 90230 • United States

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES

Encino, CA • 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
M Holdings Securities, Inc. Portland OR 08/2011 Present
Parq Advisors Beverly Hills CA 01/2011 Present
Hub International Chicago IL 07/2016 Present
  • 08/2011 → Present
    Portland, OR
  • 01/2011 → Present
    Parq Advisors
    Beverly Hills, CA
  • 07/2016 → Present
    Hub International
    Chicago, IL
Previous Registrations
Other Businesses

(1) Parq Advisors; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2011; Member; Insurance sales; Not Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. (2) Camden Capital Partners; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2007; Director; Minority member of real estate lending fund, role is to introduce to managing directors, Not Investment Related; 4 hours/month; 4 hours/month during business hours; Wages/Salary. (3) Link Partners, Inc.; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2005; President; Insurance Sales; Not Investment Related; 20 hours/month; 20 hours/month during business hours; Commissions. (4) Montecito Insurance Services, LLC; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2011; Member; Insurance sales/instant issue Term insurance only; Not Investment Related; 10 hours/month; 10 hours/month during business hours; Commissions. (5) USC Baseball Alumni Association; http://baseball.usclegacy.com/; Board Member; Not Investment Related; 3 hours/month, 0 hours/month during business hours; No Compensation. (6) Change 4 Childrens; 2049 Century Park East, Suite 2600, Los Angeles CA 90067; 501 c3 benefiting children's hospitals; Not Investment Related; Co-Founder; Very limited responsibilities currently, as there is no active fundraising or donations of funds; 01/01/2018; 4 hours/month; 0 hours/month during trading hours. (7) SIX4THREE INSURANCE SERVICES DBA PARQ ADVISORS; 600 Corporate Pointe, Suite 600, Culver City CA 9023; Insurance sales; Investment Related; Co Managing Partner; Responsible for sales as well as employee engagement; 01/03/2011; 180 hours per month; 180 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-23
S66 Uniform Combined State Law Examination 2000-11-24
  • S65 Uniform Investment Adviser Law Examination
    2021-02-23
  • S66 Uniform Combined State Law Examination
    2000-11-24

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