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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

6756 Executive Oak Lane, Chattanooga, TN 37421 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M. Holdings Securities, Inc. Portland OR 03/2001 Present
Evergreen Consulting, Inc. Chattanooga TN 03/1999 Present
Other Businesses

1) Evergreen Consulting, Inc.; 6756 Executive Oak Lane, Chattanooga TN 37421; M Financial Group Member Firm Affiliation; Investment Related; Director, Executive & Pension Benefits; Marketing and Servicing Qualified and Non-Qualified Retirement Plans for Corporate Clients; 03/1999; 168 Hours Per Month; 168 Hours Per Month During Trading Hours 2) Tennessee State Soccer Association; 237 Castlewood Drive, Suite H, Murfreesboro TN 3712; 501(3)(c) organization governing youth and adult amateur soccer; Not Investment Related; Executive Vice President; Member of the Board of Directors, with a vote on operational and financial matters, no direct control over any assets, supervise governing & operational policies, work with amateur soccer clubs across the state; 01/28/2024; 10 hours/month; 2 hours/month during trading hours 3) Military order of The Loyal Legion of the U.S; C/O Jeffry Burden, 905 N. 37th Street, Richmond VA 23223; Military Memorial; Not Investment Related; Senior Vice Commander; to vote on matters relevant to the Virginia Commandery such as projects; 09/01/2024; 1 hour per month; 0 hours per month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-25
S63 Uniform Securities Agent State Law Examination 1997-01-10
  • S66 Uniform Combined State Law Examination
    2017-05-25
  • S63 Uniform Securities Agent State Law Examination
    1997-01-10
Other Names
  • John S Moore

View on SEC IAPD

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