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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-05 |
| IL | RA | APPROVED | 2023-02-08 |
| CO | RA | APPROVED | 2023-02-01 |
| WA | RA | APPROVED | 2014-08-28 |
Branch Locations
1325 4Th Avenue Suite 2100, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 08/2014 | Present |
| Mcm | Seattle | WA | 08/2014 | Present |
1) Kline Galland; www.klinegalland.org; 6/1/2017; Board Member; Serve as a member of the Board of Directors; Not Investment Related; 10 hours/month; 5 hours/month during business hours; No Compensation. 2) AssuredPartners of Washington LLC DBA Assured Partners MCM; 1325 4th Ave Suite 2100 Seattle, WA 98101; Member Firm affiliation; Investment Related; Advisor, Serving clients and sourcing new ones; 08/01/2014; 160 hours per month; 160 hours per month during trading hours. 3) Seattle Children's Legacy Council; PO Box 5371 Seattle, WA 98145; Hospital; Not Investment Related; Council Member; Advice on charitable planning and strategize on outreach activities; 02/15/2015; 4 hours per month; 4 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
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