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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-11 |
| OH | RA | APPROVED | 2009-04-29 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
5005 Rockside Road Suite 600, Cleveland, OH 44131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | Akron | OH | 02/2007 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2009 | Present |
| Heirmark Ltd | Akron | OH | 04/2009 | Present |
(1) FIXED LIFE INSURANCE AND ANNUITY 10%. (2) HEIRMARK, LTD. 7005 S EDGERTON RD, SUITE 101, CLEVELAND, OH 44141. AGENT. 10 HOURS PER MONTH. COMPENSATION: COMMISSIONS. (3) HEIRMARK; 7005 S. EDGERTON ROAD, SUITE 101, CLEVELAND OH 44141; 04/2009; PRINCIPAL; FIXED INSURANCE PRODUCT SALES; MARKETING AND SALES; INVESTMENT RELATED; 120 HOURS/MONTH, 120 HOURS/MONTH DURING BUSINESS HOURS; FEE-BASED REVENUE. (4) UNIVERSITY OF AKRON; HTTPS://UAKRON.EDU/GIVING; 10/23/2019; COMMITTEE MEMBER; HELPING COMMITTEE LOOK AT LIFE INSURANCE AS A GIFT; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION. (5) M PNC MEMBER FIRM ADVISORY COUNCIL; 1125 NW COUCH STREET, SUITE 900, PORTLAND, OR 97209; 04/2020; MEMBER; ATTEND MONTHLY MEETINGS; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION. (6) Life Settlements; 7005 S. Edgerton Rd, Ste 101, Cleveland OH 44141; Life Settlement Transactions; Investment Related; Sales Representative; Sales; 08/2023; 1 Hour Per Month; 1 Hour Per Month During Trading Hours. (7) Team Underdawg Racing; 1259 Arborcrest Dr Hinckley, OH 44233; Racing Team; Not Investment Related; Owner; Accept sponsorships from companies to advertise on car; 01/15/2023; 1 hour per month; 1 hour per month during trading hour.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-13 |
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