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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-24 |
Branch Locations
100 Smith Ranch Road Suite 340, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 03/2013 | Present |
| Tcs Insurance Agency | San Rafael | CA | 03/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-06 |
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