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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
MI RA APPROVED 2017-07-07
  • MI RA
    APPROVED
    Since 2017-07-07

Branch Locations

One Woodward Ave., Ste 1500, Detroit, MI 48226 • 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 Financial Services, Inc. Austin TX 04/2016 06/2017
M Holdings Securities Portland OR 07/2017 Present
Lovasco Consulting Group Detroit MI 06/2017 Present
Arthur J. Gallagher & Co. Bingham Farms MI 12/2013 06/2017
  • 04/2016 → 06/2017
    Kestra Financial Services, Inc.
    Austin, TX
  • 07/2017 → Present
    M Holdings Securities
    Portland, OR
  • 06/2017 → Present
    Lovasco Consulting Group
    Detroit, MI
  • 12/2013 → 06/2017
    Arthur J. Gallagher & Co.
    Bingham Farms, MI
Previous Registrations
Other Businesses

Business Name: LoVasco Consulting Group Investment Related: Yes Address: One Woodward, Suite 1500, Detroit, MI 48226 Nature of Business: Consulting Position, Title or Relationship: Managing Director Start Date: 06/19/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Ongoing and project consulting to plan sponsors of retirement plans

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-10
  • S66 Uniform Combined State Law Examination
    2001-05-10

View on SEC IAPD

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