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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2003-04-12 |
Branch Locations
2600 S Douglas Road Suite 607, Coral Gables, FL 33134 • United States
Coral Gables, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | Portland | OR | 03/2003 | Present |
| Pfleger Financial Group | Coral Gables | FL | 03/2003 | Present |
1) Pfleger Financial; 2600 S Douglas Rd, Suite 1010, Coral Gables, FL 33134; 09/01/1993; Managing Principal; Sales, marketing and management of firm; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) PFG Global, Inc.; 2600 S Douglas Rd, Suite 1010, Coral Gables, FL 33134; 12/02/2020; Owner; Company formed to receive commissions; Investment Related; 25 hours/month; 25 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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