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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
11516 Miracle Hills Drive, Suite 100, Omaha, NE 68154 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2010 | Present |
| Hub Investment Advisors, Inc | Omaha | NE | 03/2025 | 01/2026 |
| Hub International | Omaha | NE | 03/2010 | Present |
| Hub Investement Partners, Llc | Austin | TX | 02/2026 | Present |
1) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 4/2010; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 2) HUB INTERNATIONAL GREAT PLAINS, LLC; INVESTMENT RELATED; ADDRESS: 11516 MIRACLE HILLS DRIVE, SUITE 100, OMAHA, NE 68154; BUSINESS: INSURANCE BROKERAGE FIRM; TITLE: VICE PRESIDENT; START DATE: 3/2010; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: EXECUTIVE COMPENSATION CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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