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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-03-28 |
Branch Locations
1250 Revolution Mill Drive Suite 150, Greensboro, NC 27405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plybon & Associates, Inc. | Greensboro | NC | 05/2003 | Present |
| Phoenix Co. | Greensboro | NC | 11/2003 | Present |
| Ws Griffith Securities, Inc. | Greensboro | NC | 11/2003 | Present |
| M Holdings Securities, Inc. | Portland` | OR | 05/2004 | Present |
1) Plybon & Associates, Inc; 1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405. Member Firm affiliation; Investment Related; Director of Estate Planning/Life Insurance; Case design, new business and sales support of fixed and variable life insurance products; 05/01/2003; 160 hour per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-18 |
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