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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-05 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
54870 N Main Street, Mattawan, MI 49071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2008 | Present |
| Rose Street Advisors, Llc | Kalamzoo | MI | 05/2010 | 11/2021 |
| Doerschler & Associates Wealth Management Llc | Mattawan | MI | 11/2021 | Present |
1) Doerschler & Associates Wealth Management LLC; 54870 North Main Street, Mattawan MI 49071; Financial advisor; 12/01/2021; Owner/Financial Advisor; Management of wealth management and employer sponsored plans; Investment Related; 160 hours/month; 160 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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