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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc | Portland | OR | 07/2019 | 09/2025 |
| M Financial Group | Portland | OR | 01/2011 | 04/2019 |
| Bridge Financial Group, Llc | Littleton | CO | 05/2019 | 09/2025 |
| Vie International Financial Services, Ltd. | London | 12/2025 | Present | |
| M Holdings Securities, Inc. | Portland | OR | 01/2026 | Present |
1) VIE INTERNATIONAL FINANCIAL SERVICES LTD; 118 PICCADILLY LONDON ENGLAND W1J7NW;12/1/2025; PRIVATE CLIENT ADVISOR; BASIC ACTIVITIES ASSOCIATED WITH RUNNING A LIFE INSURANCE FIRM; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, COMMISSIONS, WAGES/SALARY/TIPS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-29 |
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