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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 | 2004-03-29 |
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 | 03/2002 | Present |
| Evergreen Consulting, Inc | Chattanooga | TN | 03/2002 | Present |
1) Evergreen Consulting Inc; 6756 Executive Oak Lane Chattanooga, TN 37421; Member Firm Affiliation; Investment Related; Agent; Sell insurance and investments; 03/01/2021; 100 hours per month; 100 hours per month during trading hours. 2) Executive Oaks HOA; 6756 Executive Oaks Lane, Chattanooga, TN 37421; Overseeing duties for HOA; Not Investment Related; President; Overing seeing property grounds, maintenance and HOA complaints; 10/01/2024; 2 hours per month; 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-11 |
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