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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 01/2026 | Present |
| Vie International | London | 06/2017 | 01/2026 | |
| Solara Energy Ltd. | London | 09/2013 | 06/2017 |
1) Trsteno Properties LLC; New York, NY; Entity to own rental property; Manager and Owner; Management and administraion of rental property; 4/11/2012; 5 ho/mo; 5 ho/mo during trading hours. 2) Trsteno Properties II LLC; New York, NY; Entity to own rental property; Investment related; Manager and Owner; Management and administraion of rental property; 8/15/2013; 5 ho/mo; 5 ho/mo during trading hours. 3) Trsteno Rentals Ltd.; Maidstone, England; Entity to own rental property; Not investment related; Director and Owner; Management and administration; 1/25/2022; 5 ho/mo; 5 ho/mo during trading hours. 4) Solara Energy Limited; London NW1 8NX, UK; Solar panel leasing and farming; Not investment related; Director and Owner; All decision making and administration; 7/30/2014; 5 ho/mo; 0 ho/mo during trading hours. 5) Trsteno Martin LLC; Las Vegas, NV; Investment related; Manager of LLC; Passive Manager, repair decisions; 1/20/2022; 10 ho/mo; 5 ho/mo during trading hours. 6) Vie International Financial Services Ltd; 118 Piccadilly London W1J 7NW; M Financial Group - Member Firm Employee; Investment related; Private Client Advisor; Selling life policies and general financial planning and investment advice; 4/4/2025; 64 ho/mo; 64 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-20 |
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