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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-02 |
| OH | RA | APPROVED | 2023-02-02 |
| IN | RA | APPROVED | 2023-02-01 |
| KY | RA | APPROVED | 2016-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities , Inc. | Portland | OR | 03/2016 | Present |
| Evergreen Advisors, Inc. | Cincinnati | OH | 03/2016 | Present |
(1) Elder High School Alumni Board; 3900 Vincent Ave. Cincinnati, OH 45205; 01/2016; Board Member; Organize alumni activities; Not investment related; 2 hours/month, 0 hours/month during business hours; No compensation. (2) 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. (3) Evergreen Advisors Inc.; 40 West 5th Street, Covington, KY 41011; 04/2016; Senior Vice President; Financial planning; Investment related; 160 hours/month; 160 hours/month during business hours; Commissions. (4) Roedersheimer Financial Inc.; 40 West 5th Street, Covington, KY 41011; 04/2016; President; Financial planning; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership, Profits, Commissions, Wages/Salary/Tips.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-03 |
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