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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-02 |
Branch Locations
2101 E. Coast Hwy Ste 200, Corona Del Mar, CA 92625 • United States
2101 East Coast Hwy, Ste 120, Corona Del Mar, CA 92625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Advisory Group | Irvine | CA | 08/2001 | Present |
| M Holdings Securities, Inc. | Portland | OR | 11/2009 | Present |
| M Advisory | Torrance | CA | 11/2009 | Present |
(1) Iconic Watch Company, LLC; www.iconicwatchcompany.com; 03/10/2014; Member/Trustee; No Active Duties; Not Investment Related; 0 hours/month; 0 hours/month during business hours; No Compensation. (2) Morgan Advisory Group; 2101 East Coast Highway, Suite 120, Corona Del Mar, CA 92625; 02/15/2002; Manager; Sales/servicing of life and disability insurance products; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-13 |
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