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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-02-27 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
1007 Broadway, Highland, IL 62249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 08/2019 | Present |
| Portell Financial Service | Highland | IL | 08/2019 | 10/2021 |
| St. Louis Cardinals, Llc. | St. Louis | MO | 09/2018 | 06/2019 |
| Full-Time Education Univeristy Of Illinois Urbana-Champaign | Champaign | IL | 08/2014 | 09/2018 |
| Dbp Wealth Advisory Group | Highland | IL | 10/2021 | Present |
1) DBP Wealth Advisory Group, LLC; 1007 Broadway, Highland, IL 62249; 01/01/2021; Marketer; Conduct day-to-day activities associated with financial planning; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) Portell Financial Services, Inc.; 1210 Washington St, Highland, IL 62249; 09/02/2019; Marketer; Life Insurance Sales; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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