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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
2699 Howell Street Suite 1100, Dallas, TX 75204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 01/2014 | 06/2019 |
| Tiaa | Frisco | TX | 07/2019 | 03/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2019 | 03/2026 |
| M Holdings Securities, Inc. | Portland | OR | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
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