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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-01 |
| NJ | RA | APPROVED | 2013-04-05 |
Branch Locations
218 Route 17N, Ste 404, Rochelle Park, NJ 07662 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
55 Harristown Road Suite 102, Glen Rock, NJ 07452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 03/2013 | Present |
| Fieldstone Insurance Group, Llc | Rochelle Park | NJ | 03/2013 | Present |
1) Fieldstone Insurance Group; 338 Punsit Road Chatham, NY 12037; Member Firm Affiliation; Investment Related; CEO; Insurance; 12/12/20223; 160 hours per month; 160 hours per month during trading hours. 2) Milestone Life Insurance; 218 Route 17N, Suite 404, Rochelle Park, NJ 07662; 4/1/15; CEO; Internet Marketing of Term Life Insurance; Not Investment Related; 10 hours/month; 10 hours/month during business hours; Fieldstone will retain all income generated by the activities. 3) Farm & Field; 64 Owl Hill Road, Ghent, NJ 12075; 1/1/2019; Partner; Agro-tourism; Not Investment Related; 4 hours/month; 4 hours/month during trading hours; No compensation. 4) Emplova; 03/01/2021; Owner; Investment into a new PEO; Not Investment Related; 2 hours/month; 2 hours/month during business hours; Ownership, Commissions. 5) Boston Tea Party, LLC; 338 Punsit Rd Chatham, NY 12037; Personal Real Estate LLC; Not Investment Related; Partner; Entity Ownership; 01/01/2022; 0 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-03 |
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