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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-16 |
| CA | RA | APPROVED | 2021-08-13 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
National City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 03/2012 | 07/2021 |
| M Holdings Securities, Inc. | Portland | OR | 08/2021 | 12/2023 |
| M Holdings Securities, Inc. | Portland | OR | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
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