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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-12 |
| FL | RA | APPROVED | 2026-03-20 |
| NE | RA | APPROVED | 2026-03-06 |
| NV | RA | APPROVED | 2026-03-05 |
| OR | RA | APPROVED | 2024-06-11 |
| PA | RA | APPROVED | 2024-06-11 |
Branch Locations
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
109 Pheasant Run, Newtown, PA 18940 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Financial Asset Management, Inc. | Portland | OR | 08/2005 | 04/2024 |
| M Holdings Securities, Inc. | Portland | OR | 06/2010 | 04/2024 |
| Lri Investments, Llc | Portland | OR | 06/2024 | Present |
Name: Private Securities Investment - M Equity Partners | Investment Related: No | Address: Portland, Oregon | Nature: Passive investment | Position / Title: Passive Investor | Start Date: 07/12/2024 | Hours per Month: 0 | Duties: Passive Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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