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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-02-02 |
| TX | RA | APPROVED | 2018-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2014 | Present |
| Houghton Financial Partners | El Paso | TX | 09/2014 | Present |
| Home Usa Mortgage | Houston | TX | 02/2014 | Present |
1) Houghton Financial Partners, LLC; 210 North Campbell, El Paso, TX 79901; 01/2009; Trustee; Trustee for HFP 401K Profit Sharing Plan; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 2) Hospitals of Providence East Campus; 3280 Joe Battle Blvd., El Paso, TX 79938; 12/03/2020; Member, Board of Directors; Governing Board has ultimate responsibility and legal authority for safety and quality of care, treatment and services rendered in the Hospital; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 3) WestStar Title; 601 N. Mesa St., Suite 1025, El Paso TX 79901; Title Company Board Member; Not Investment Related; Board Member; Meet quarterly to review financials and provide guidance to the board; 8/1/2022; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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