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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-12-21 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
Washington, DC • United States
6525 Carnegie Boulevard Suite 402, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Home Life Mutual Insurance Co. | Bethesda | MD | 02/1995 | Present |
| M Holdings Securities, Inc. | Portland | OR | 12/2000 | Present |
| Bcg Companies | Richmond | VA | 04/2013 | Present |
(1) Federal City Council; www.federalcitycouncil.org; 2010; Trustee; Trustee for various matters related to the organization, attend monthly meetings; Not Investment Related; 2 hours/month; 2 hours/month during trading hours (2) Washington DC Estate Planning Council; P.O. Box 5153, Arlington VA 22205; Board of Directors Position; Not investment Related; Board Member; provides oversight for general directions of Council; 01/01/1999; 4 hours/month; 4 hours/month during trading hours (3) St. Albans School Alumni Association Board; Mount St. Albans, Washington DC 20016-5069; High School Alumni Association; Not Investment Related; Secretary-Treasurer; Build alumni involvement, take minutes at monthly board meetings; 07/01/2024; 8 hr/mo; 2 hr/mo during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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