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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-13 |
| NJ | RA | APPROVED | 2024-05-22 |
Branch Locations
5090 N. 40Th Street Suite 180, Phoenix, AZ 85018 • United States
Scott Plains, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhousecoopers Llp | New York | NY | 04/2016 | 11/2021 |
| Citigroup Inc. | New York | NY | 12/2021 | 05/2024 |
| M Holdings Securities, Inc. | Portland | OR | 05/2024 | Present |
| Cohn Financial Group | Phoenix | AZ | 05/2024 | Present |
1: Cohn Financial Group; 5090 N 40th Street, Suite 180, Phoenix AZ 85018; Insurance; Investment related; Director; Source clients. Insurance producer/consultant for corporations, partnerships and high net worth individuals and families, service insurance policies post sale; 5/1/2024; 160 hours per month; 120 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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