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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| OR | RA | APPROVED | 2022-12-15 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Portland | OR | 09/1993 | 09/2017 |
| American Century Investment Services, Inc. | Kansas City | MO | 09/2017 | 05/2021 |
| University Of Phoenix | Phoenix | AZ | 07/2009 | 08/2017 |
| All Occasions Lighting, Llc | Overland Park | KS | 12/2020 | 12/2021 |
| M Holdings Securities, Inc. | Portland | OR | 11/2022 | Present |
| M Financial Securities Marketing, Inc. | Portland | OR | 11/2022 | Present |
| National Advisors Trust Company | Kansas City | MO | 06/2021 | 11/2022 |
1. Independent Contractor to Consulting/Focus Groups; 8720 SW Marseilles Dr, Beaverton, OR 97007; Focus group participation; Investment-related; Consultant; Answering questions about wealth management and other topics; 3/29/2024; 2 hours/month; 0 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-26 |
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