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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-03-19 |
Branch Locations
1 Northfield Plaza Suite 430, Northfield, IL 60093 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenbridge Strategies Llc | Wilmette | IL | 02/2012 | Present |
| Lpl Financial Llc | Hoffman Estates | IL | 05/2012 | 12/2017 |
| M Holdings Securities | Portland | OR | 01/2017 | Present |
| Jamieson Financial | Portland | OR | 01/2018 | Present |
1) JAMIESON FINANCIAL SERVICES; WWW.JAMIESONFS.COM; 12/23/2017; MARKETER; HELP INVESTMENT ADVISORS AT WELLS FARGO DESIGN AND IMPLEMENT LIFE INSURANCE FOR THEIR CLIENTS; NOT INVESTMENT RELATED; 20 HOURS/MONTH; 20 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS (1099).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-25 |
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