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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-03-05 |
Branch Locations
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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 01/2011 | Present |
| Perspective Financial Group Llc | Berwyn | PA | 10/2011 | Present |
1) Perspective Financial Group, LLC; 1041 Old Cassatt Rd Berwyn, PA 19312; Member Firm Affiliation; Investment Related; Partner; Case design, sales, marketing and client service; 10/31/2018; 160 hours per month; 160 hours per month during trading hours. 2) Alera Group, Inc.; 3 Parkway North Blvd, Suite 500, Deerfield, IL 60015; 11/01/2018; Senior Partner; Case design, sales, marketing and client service; Investment Related; 160 hours/month; 160 hours/month during business hours; Expense Reimbursement; Ownership; Wages/Salary. 3) Philadelphia Estate Planning Council; PO Box 579, Moorestown, New Jersey 08057; Not Investment Related; Director; help direct activities of the organization, feedback on educational programming, recruit new members, and attend events; 11/3/2025; 3 ho/mo; 3 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-28 |
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