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Steven Christopher Wight

M Holdings Securities, Inc.

San Rafael, CA

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-06-24
  • CA RA
    APPROVED
    Since 2020-06-24

Branch Locations

100 Smith Ranch Road Suite 340, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities, Inc. Portland OR 03/2013 Present
Tcs Insurance Agency San Rafael CA 03/2013 Present
Other Businesses

1) TCS Insurance Agency, Inc. DBA TCS Advisors; 100 Smith Ranch Road, Suite 340, San Rafael CA 94903; M Financial Group Member Firm Affiliation; Investment Related; Principal; Ownership duties and responsibilities, insurance sales; 3/14/2013; 160 hours per month; 160 hours per month during trading hours. 2) Family Business Advisors, LLC; 1701 Austin Avenue, Suite B, Waco TX 76701; 06/22/20; Owner; Duties associated with owning an insurance company; Investment Related; 2 hours/month; 2 hours/month during business hours; Ownership. 3) Grain Goods; 36 Bosque Avenue, Fairfax, CA 94930; 11/24/2020; Owner; Handmade custom leather and wood goods. Sole employee; Not Investment Related; 8 hours/month; 0 hours/month during business hours; Expense Reimbursement, Ownership, Profits. 4) MFRC; 1125 NW Couch Street, Suite 900, Portland OR 97209; Member Firm Relations Committee; Investment Related; Committee Member; Providing input and advice to our committee; 11/2022; 3 hours per month; 2 hours per month during trading hours. 5) TCS Enterprises, LLC; 108 Lakeland Ave, Dover, DE 19901; Holding company; Investment related; Owner; 10/31/25; 2 ho/mo; 2 ho/mo during trading hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-06
  • S63 Uniform Securities Agent State Law Examination
    2012-07-06
Designations

View on SEC IAPD

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