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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-02 |
| NC | RA | APPROVED | 2012-07-03 |
Branch Locations
1250 Revolution Mill Drive Suite 150, Greensboro, NC 27405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 12/2006 | Present |
| Plybon And Associates, Inc | Greensboro | NC | 08/2006 | Present |
1) JAY KENERLY DBA RASCAL BOOKS; 715 SIMPSON STREET, GREENSBORO, NC 27401; 01/01/2016; AUTHOR; WRITE/PUBLISH/DISTRIBUTE CHILDREN'S BOOKS; NOT INVESTMENT RELATED; 10 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP. 2) PLYBON & ASSOCIATES, INC; 1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405. 08/2006; CHIEF OPERATING OFFICER O; MANAGE STAFF OF 9, MARKET TO PROSPECTS AND ADVISE CLIENTS; INVESTMENT RELATED; 150 HOURS/MONTH; 150 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP, PROFITS, WAGES/SALARY/TIPS. 3) MEMBER FIRMS RELATIONS COMMITTEE (MFRC); 1125 NW COUCH STREET, 900, PORTLAND OR 97209; COMMITTEE REVIEWS POTENTIAL NEW MEMBER FIRMS; NOT INVESTMENT-RELATED; COMMITTEE MEMBER; COMMITTEE DETERMINES IF POTENTIAL FIRMS WILL BE ALLOWED TO JOIN M FINANCIAL, ALSO HEAR/LITIGATE ISSUES BETWEEN MEMBER FIRMS; 1/1/2024; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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