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Kelli Ann Gamble

M Holdings Securities, Inc.

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
OR RA APPROVED 2021-12-22
  • OR RA
    APPROVED
    Since 2021-12-22

Branch Locations

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
Cable Hill Partners, Llc Portland OR 03/2017 09/2021
Northwestern Mutual Portland OR 07/2015 03/2017
M Holdings Securities, Inc. Portland OR 09/2021 Present
  • 03/2017 → 09/2021
    Cable Hill Partners, Llc
    Portland, OR
  • 07/2015 → 03/2017
    Northwestern Mutual
    Portland, OR
  • 09/2021 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
  • 2018-07-23 → 2021-09-29
    Cable Hill Partners, Llc
    Portland, OR
Other Businesses

Multnomah Athletic Club, Non Investment-Related, Portland OR, Volleyball Coach, 20 Hrs/Month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-23
  • S65 Uniform Investment Adviser Law Examination
    2018-07-23
Other Names
  • Kelli Gamble

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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