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Belle Harris

M Holdings Securities, Inc.

Myrtle Beach, SC

Dallas, TX

Portland, OR

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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
TX RA APPROVED 2023-12-21
OR RA APPROVED 2023-09-08
  • TX RA
    APPROVED
    Since 2023-12-21
  • OR RA
    APPROVED
    Since 2023-09-08

Branch Locations

Myrtle Beach, SC • United States

2699 Howell Street Suite 1100, Dallas, TX 75204 • United States

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • 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
Td Ameritrade Fort Worth TX 01/2013 03/2020
Charles Schwab & Co., Inc. Westlake TX 04/2020 08/2023
Charles Schwab Bank Westlake TX 11/2020 08/2023
Charles Schwab Premiere Bank Westlake TX 11/2020 08/2023
Charles Schwab Trust Bank Westlake TX 11/2020 08/2023
M Holdings Securities, Inc. Portland OR 09/2023 Present
  • 01/2013 → 03/2020
    Td Ameritrade
    Fort Worth, TX
  • 04/2020 → 08/2023
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2020 → 08/2023
    Charles Schwab Bank
    Westlake, TX
  • 11/2020 → 08/2023
    Charles Schwab Premiere Bank
    Westlake, TX
  • 11/2020 → 08/2023
    Charles Schwab Trust Bank
    Westlake, TX
  • 09/2023 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
  • 2020-04-23 → 2023-08-29
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 2016-06-23 → 2020-04-01
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
    Westlake, TX
  • 2016-06-23 → 2018-06-06
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-22
S63 Uniform Securities Agent State Law Examination 2013-07-16
  • S66 Uniform Combined State Law Examination
    2016-06-22
  • S63 Uniform Securities Agent State Law Examination
    2013-07-16
Other Names
  • Belle Cabalda
  • Rose Belle Araiza Cabalda
  • Rosebelle Araiza Cabalda
  • Rose Belle Cabalda

View on SEC IAPD

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