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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-06 |
Branch Locations
3333 North Digital Drive, Suite 360, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 02/2016 | Present |
| Links Consulting | Draper | UT | 07/2013 | Present |
| Sb3 Group | Draper | UT | 01/2004 | Present |
| Drive Wealth Advisers | Lehi | UT | 02/2021 | Present |
| Magellan Capital Llc | Lehi | UT | 07/2018 | 01/2021 |
1) DECISIVE INVESTOR; HTTPS://DECISIVEINVESTOR.COM/; 09/15/2019; INDEPENDENT CONTRACTOR; MARKET AND SALE OF SOFTWARE TO INDIVIDUALS; INVESTMENT RELATED; 10 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS (1099). 2) LINKS CONSULTING; 3333 N DIGITAL DRIVE SUITE 360 LEHI, UT 84043; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; PRESIDENT AND MANAGING PARTNER; RESPONSIBLE FOR BUSINESS DEVELOPMENT AND BUSINESS OPERATIONS; 01/01/2014; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-26 |
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