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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2013-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | Portland | OR | 12/2002 | Present |
| Evergreen Advisors Inc. | Covington | KY | 12/2002 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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