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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Miller Financial | Kalamazoo | MI | 06/2023 | 12/2024 |
| Yinger Pharmacy Shoppe | Monroe | MI | 06/2018 | 07/2022 |
| M Holdings Securities Inc | Portland | OR | 12/2024 | Present |
| Student | Kalamazoo | MI | 07/2022 | 06/2023 |
| Student | Monroe | MI | 01/2016 | 06/2018 |
| Doerschler & Assoc Wealth Mgmt | Mattawan | MI | 12/2024 | Present |
1) Doerschler & Associates Wealth Management; 54870 N Main Street, Mattawan, MI 49071; M Financial Group Member Firm Employee; Investment related; Client Service Associate; Client service and preparing review materials; 12/16/2025; 160 ho/mo; 130 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-10 |
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