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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-04-07
  • IL RA
    APPROVED
    Since 2017-04-07

Branch Locations

8833 Gross Point Road, Suite 200, Skokie, IL 60077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Financial Services, Inc. Austin TX 04/2016 04/2017
M Holdings Securities Portland OR 04/2017 Present
The Robinson Financial Group Skokie IL 09/2005 Present
  • 04/2016 → 04/2017
    Kestra Financial Services, Inc.
    Austin, TX
  • 04/2017 → Present
    M Holdings Securities
    Portland, OR
  • 09/2005 → Present
    The Robinson Financial Group
    Skokie, IL
Previous Registrations
Other Businesses

(1) Business Name: YU Kollel Torah MiZion Investment Related: No Address: 2828 Pratt Chicago IL 60645 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: member Start Date: 1/1/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: strategic and activity advice, implementation of programming. (2) ROBINSON FINANCIAL GROUP; 8833 GROSS POINT RD, STE 200, SKOKIE IL 60077; 9/1/2005; VICE PRESIDENT; SELLING OF INSURANCE PRODUCTS AND SHARED INVOLVEMENT IN RUNNING THE COMPANY; INVESTMENT RELATED; 60 HOURS/MONTH, 40 HOURS/MONTH DURING BUSINESS HOURS; WAGES, SALARY, TIPS. (3) CAMP MOSHAVA WILDROSE; 3740 DEMPSTER STREET, SKOKIE, IL 60076; 02/10/2020; BOARD MEMBER; FUNDRAISING, GOVERNANCE OF OPERATIONS, FINANCIALS & EXECUTIVE PLANNING; NOT INVESTMENT RELATED; 2 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-06
  • S66 Uniform Combined State Law Examination
    2004-12-06
Other Names
  • Dov Robinson

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