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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 | 2025-12-09 |
Branch Locations
2600 S Douglas Road Suite 607, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 11/2025 | Present |
| Troluce Capital Advisors | New York | NY | 03/2023 | 10/2025 |
| Exoduspoint Capital Management Lp | New York | NY | 06/2021 | 10/2022 |
| Creditsights | New York | NY | 07/2017 | 05/2021 |
| Bloomberg Lp | New York | NY | 06/2015 | 06/2017 |
| Unemployed | New York | NY | 11/2022 | 02/2023 |
1) Pfleger Financial Group; 2600 S Douglas Road, Coral Gables, FL, 33134; M Financial Group Member Firm Employee; Investment related; Associate; Insurance marketing, financial planning/advisory; 11/01/2025; 160 ho/mo; 160 ho/mo during trading hours. 2) L1 Capital Global; 1688 Meridian Ave, Miami Beach, FL 33139; Hedge fund investment analyst; Investment related; Analyst; Developing and implementing quantitative trading strategies; 2/10/2026; 84 ho/mo; 52 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-20 |
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