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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
6756 Executive Oak Lane, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | Portland | OR | 03/2001 | Present |
| Evergreen Consulting, Inc. | Chattanooga | TN | 03/1999 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-10 |
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