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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-14 |
| OH | RA | APPROVED | 2024-12-13 |
| IL | RA | APPROVED | 2022-04-04 |
| FL | RA | APPROVED | 2022-04-01 |
| MS | RA | APPROVED | 2022-03-31 |
| IN | RA | APPROVED | 2022-03-28 |
| MI | RA | APPROVED | 2012-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2012 | Present |
| Rose Street Advisors | Kalamazoo | MI | 06/2012 | Present |
1) Kalamazoo Neighborhood Housing Services; 1219 South Park St, Kalamazoo, MI 49001; 08/22/2019; Finance Committee Member; Review of organization's financial statements; Not investment related; 2 hours/month, 2 hours/month during business hours; No Compensation. 2) Rose Street Advisors; 244 North Rose Street, Kalamazoo MI 49007; Member Firm Affiliation; Investment related; Advisor; Work with employers and individuals in relation to qualified retirement plans, investment management and financial planning; 06/10/2012; 160 hours per month; 160 hours per month during trading hours. 3) C2Penterprises; 30400 Detroit Rd, Ste 201, Westlake, OH 44145; Fixed Insurance; Investment Related; Advisor; Fixed Insurance Sales; 11/2022; 4 hours/month; 4 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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