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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-13 |
Branch Locations
600 University Street Suite 2800, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadence Wealth Management, Llc | Seattle | WA | 11/2011 | 02/2024 |
| M Holdings Securities | Portland | OR | 04/2017 | 07/2020 |
| Pillar International Insurance | Seattle | WA | 04/2017 | 03/2024 |
| M Holdings Securities | Portland | OR | 09/2020 | 03/2024 |
| Russell Investments | Seattle | WA | 06/2024 | 02/2026 |
| M Holdings Securities, Inc. | Portland | OR | 03/2026 | Present |
| Pillar International Insurance Advisors | Seattle | WA | 03/2026 | Present |
1) ALM, LLC; 4704 Saddleback Dr NW, Gig Harbor, WA 98332; LLC for real estate; Investment related; Member; Member only; no sales or soliciting business; 1/16/2002; 10 ho/mo; 0 ho/mo during trading hours. 2) Pillar International Insurance Advisors; 600 University St., Suite 2800, Seattle, WA 98101; M Financial Group Member Firm Employee; Investment related; Retirement Plan Advisor; Advising retirement plan clients on providers and investment line-ups; 3/2/2026; 160 ho/mo; 160 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-10 |
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