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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-17 |
Branch Locations
5090 N. 40Th Street Suite 180, Phoenix, AZ 85018 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Silverhawk Asset Management, Llc | Scottsdale | AZ | 07/2016 | 02/2020 |
| Unemployed | Scottsdale | AZ | 04/2016 | 07/2016 |
| Clark Street Financial | Phoenix | AZ | 04/2021 | 01/2023 |
| Continuum Advisory, Llc | Eagle | ID | 04/2021 | 01/2023 |
| M Holdings Securities, Inc. | Portland | OR | 01/2025 | Present |
| Unemployed | Scottsdale | AZ | 02/2020 | 04/2021 |
| Cohn Financial Group | Phoenix | AZ | 05/2023 | Present |
| Unemployed | Scottsdale | AZ | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
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