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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-13 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2006 | 10/2025 |
| The Meisenbach Company Dba Mcm | Seattle | WA | 04/2006 | 10/2025 |
| Assuredpartners Investment Advisors, Llc | Seattle | WA | 04/2024 | 10/2025 |
| Assured Partners | Seattle | WA | 02/2006 | 10/2025 |
| Lpl Financial | Bellevue | WA | 10/2025 | Present |
| Scs | Bellevue | WA | 10/2025 | Present |
1. 10/13/2025 - SCS - DBA for LPL Business (entity for LPL business) - Investment Related- At Reported Business Location(s) - OBA Start Date: 11/10/2025 - 160 Hrs/Mth - 160 Hrs During Trading 2) 10/14/2025 - SCS - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/10/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through SCS, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 3)10/14/2025 - SCS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:11/10/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through SCS, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-30 |
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