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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 | 2024-12-05 |
| IA | RA | APPROVED | 2012-12-21 |
Branch Locations
999 Home Plaza Suite 201, Waterloo, IA 50701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eslick Financial Group | Waterloo | IA | 05/2012 | Present |
| Double Bogey Investment Group, Llc | Dows | IA | 06/2024 | Present |
| M Holdings Securities, Inc. | Portland | OR | 02/2012 | Present |
1) Eslick Financial Group, Inc.; 999 Home Plaza, Suite 201, Waterloo, IA 50701; Wealth management; Investment related; President; Financial Planning such as life, disability and long term care insurance; 05/21/2012; 160 hours per month; 160 hours per month during trading hours. 2) Wartburg College Planned Giving Advisory Council; 100 Wartburg Blvd., Waverly, IA 50677; 06/21/2017; Board Member; Council provides industry insights and guidance to gift officers at the college; Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 3) Double Bogey Investment Group, LLC; 404 Park Ave, Dows IA 50071; Entity created for investing; Investment-related; Member; Member; 6/10/2024; 0 hours per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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