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6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-10-20 |
Branch Locations
6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2018 | 07/2020 |
| Grenert Financial Group, Llc | Scottsdale | AZ | 09/2017 | 09/2020 |
| Jj's Pie Company | Reno | NV | 09/2015 | 09/2017 |
| M Holdings Securities, Inc. | Portland | OR | 07/2020 | Present |
| Cypress Strategies | Scottsdale | AZ | 09/2020 | Present |
1) Grenert Financial Group LLC DBA Sierra Legacy Group; 6424 E. Greenway Parkway, Suite #100, Scottsdale, AZ 85254; Insurance, M Financial Group Member Firm Employee; Investment related; Agent; Insurance sales and servicing; 09/30/2018; 130 ho/mo; 100 ho/mo during trading hours. 2) Cypress Advisory Group, LLC dba Sierra Legacy Group; 6424 E. Greenway Parkway, Suite #100, Scottsdale, AZ 85254; RIA; Investment related; Advisor; Advisig clients on investment offerings; 10/20/2020; 130 ho/mo; 100 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-17 |
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