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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-17 |
| FL | RA | APPROVED | 2004-06-30 |
Branch Locations
325 N. Williamson Blvd Suite 120, Daytona Beach, FL 32114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2004 | Present |
| Executive Compensation Group | Daytona Beach | FL | 05/2004 | Present |
1) The Executive Compensation Group LLC; 325 N. Williamson Blvd., Suite 120, Daytona Beach, FL 32114; 05/2004; Principal; Sales of securities, insurance, and RIA business; Investment Related; 160 hours/month; 160 hours/month during trading hours 2) The 325, LLC; 325 N. Williamson Blvd, Daytona Beach FL 32114; Real Estate; Not Investment Related; Part Owner; Collect rent and pay expenses; 09/07/2022; 0 hours/month; 0 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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