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Mariann Pauly Mcdermott

M Holdings Securities, Inc.

Covington, KY

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2013-12-18
  • KY RA
    APPROVED
    Since 2013-12-18

Branch Locations

40 W. 5Th St., Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M. Holdings Securities, Inc. Portland OR 12/2002 Present
Evergreen Advisors Inc. Covington KY 12/2002 Present
Other Businesses

1) Blue Bagger, Inc.; 40 West 5th Street, Covington, KY 41011; 12/15/2018; Owner; Consulting; Not Investment Related; 2 hours/month; 1 hour/month during business hours; Ownership, Passive Income, Profits. 2) Mariann McDermott; 23 Barnwood Court, Florence, KY 41042; 12/19/2018; Notary; Notarize documents; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 3) Evergreen Advisors Inc.; 40 W 5th Street, Covington KY 41011; Member Firm Affiliation; Investment related; Financial Planner; Provide financial planning, operational duties, payroll, trades; 12/06/2002; 160 hours per month; 160 hours per month during trading hours. 4) Cooper Girls Soccer; 2855 Longbranch Road, Union KY 41091; Girls Youth Soccer; Not investment related; Girls Soccer JV Coach/Varsity Assistant Coach; Develop practice plans and team management; 8/1/2024; 30 hours per month; 16 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-12
S63 Uniform Securities Agent State Law Examination 1998-01-30
  • S65 Uniform Investment Adviser Law Examination
    1999-11-12
  • S63 Uniform Securities Agent State Law Examination
    1998-01-30
Designations
Other Names
  • Mariann Pauly
  • Mariann Mcdermott

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