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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-10-16 |
Branch Locations
2635 N First St. #256, San Jose, CA 95134 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howard Cheng, Cpa | Castro Valley | CA | 10/1994 | Present |
| M Holdings Securities, Inc. | Portland | OR | 10/2015 | Present |
| Wellspring Consulting | San Jose | CA | 01/2005 | Present |
1) FIXED INSURANCE - LIFE, HEALTH AND ANNUITIES; 2) HOWARD CHENG, CPA, NON-INVESTMENT RELATED, TAX & ACCOUNTING, OWNER, 5048 WICKS LANE, CASTRO VALLEY, CA 94546 3) HOWARD H CHENG FAMILY LP; 5048 WICKS LANE, CASTRO VALLEY, CA 94546; 03/08/2001; PARTNER; FAMILY LP THAT HOLDS INVESTMENTS; INVESTMENT RELATED; 15 HOURS/MONTH; 15 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION 4) WELLSPRING INSURANCE NETWORK; 2635 N. FIRST ST., STE 201, SAN JOSE, CA 95134; 05/2020; REPRESENTATIVE; PRESENATIONS/SALES/PROCESSING/SERVICING OF INSURANCE PRODUCTS; INVESTMENT RELATED; 10 HOURS/MONTH; 10 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-07 |
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