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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 | 2015-10-19 |
Branch Locations
2635 N First St. #256, San Jose, CA 95134 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
2 disclosure categories 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 | 10/2015 | Present |
| Wellspring Consulting | San Jose | CA | 07/2003 | Present |
1) Wellspring Insurance Network; 2635 North First Street, Suite 201, San Jose, CA 95134; 10/2015; Agent; Consulting, advice and sales for fixed insurance; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) Kelly Fong - Culinary Instructor; 1171 26th Avenue, Sacramento, CA 95822; 03/2007; Instructor; Teach cooking classes at various retail locations; Not Investment Related; 5 hours/month; 0 hours/month during business hours; Fee Income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-06 |
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