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6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
| NV | RA | APPROVED | 2026-01-23 |
Branch Locations
8600 Technology Way Suite 112, Reno, NV 89521 • United States
6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Legacy Group | Reno | NV | 01/2016 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2019 | Present |
1)Cypress Advisory Group, LLC dba Sierra Legacy Group; 9190 Double Diamond Parkway, Ste 118, Reno, NV 89521; IAR; Investment related; Director of Financial Analytics; Investment analysis and portfolio management; 1/1/2016; 200 ho/mo; 160 ho/mo during trading hours. 2)Sierra Legacy Group; 9190 Double Diamond Parkway, Ste 118, Reno, NV 89521; M Financial Group Member Firm Employee / Contractor; Investment Related; Director of Financial Analytics; Investment analysis; 1/1/2016; 200 ho/mo; 160 ho/mo during trading hours. 3)Longship LLC; 11200 Bondshire Dr, Reno NV 89511; LLC; Not investment related; Managing Member; Managed payroll strictly to process payments from Cypress Strategies; 07/09/2019; 0 hours per month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-08 |
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