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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-11-19 |
| OR | RA | APPROVED | 2017-09-11 |
Branch Locations
3131 Camino Del Rio North Suite 415, San Diego, CA 92108 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 02/2015 | 01/2017 |
| M Holdings Securities, Inc. | Portland | OR | 09/2017 | Present |
| Unemployed | Safety Harbor | FL | 01/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-18 |
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