Best Investors Account Sign in

Clayton Gene White Kuhnen

M Holdings Securities, Inc.

Dallas, TX

Claim This Profile
Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-10

Branch Locations

2699 Howell Street Suite 1100, Dallas, TX 75204 • 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
Charles Schwab & Co., Inc. Westlake TX 04/2021 05/2024
Kelly At Broadridge Financial Solutions Coppell TX 04/2018 03/2021
Adecco At Broadridge Financial Services Coppell TX 05/2017 04/2018
Student Fort Worth TX 10/2011 05/2017
M Holdings Securities, Inc. Portland OR 11/2024 Present
Unemployed Keller TX 05/2024 10/2024
  • 04/2021 → 05/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2018 → 03/2021
    Kelly At Broadridge Financial Solutions
    Coppell, TX
  • 05/2017 → 04/2018
    Adecco At Broadridge Financial Services
    Coppell, TX
  • 10/2011 → 05/2017
    Student
    Fort Worth, TX
  • 11/2024 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 05/2024 → 10/2024
    Unemployed
    Keller, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor