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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-04-07 |
Branch Locations
8833 Gross Point Road, Suite 200, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
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