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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-18 |
| UT | RA | APPROVED | 2026-03-19 |
| HI | RA | APPROVED | 2025-03-13 |
| MA | RA | APPROVED | 2024-06-10 |
| SD | RA | APPROVED | 2024-02-08 |
| MD | RA | APPROVED | 2023-04-18 |
| PA | RA | APPROVED | 2023-04-18 |
| VA | RA | APPROVED | 2023-04-18 |
| AZ | RA | APPROVED | 2022-10-03 |
| CA | RA | APPROVED | 2022-09-19 |
| FL | RA | APPROVED | 2022-09-19 |
| NE | RA | APPROVED | 2022-09-19 |
| NM | RA | APPROVED | 2022-09-19 |
| CO | RA | APPROVED | 2022-09-16 |
| KY | RA | APPROVED | 2022-09-16 |
| NY | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED | 2022-09-16 |
| WY | RA | APPROVED | 2022-09-16 |
Branch Locations
1800 Glenarm Place Suite 900, Denver, CO 80202 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2014 | 09/2022 |
| M Holdings Securities, Inc. | Portland | OR | 09/2022 | Present |
| Donohue Feiman Retirement Plan Services | Denver | CO | 10/2018 | 12/2020 |
| Assured Equity Management Corporation | Denver | CO | 01/2021 | 06/2024 |
| Aem Partners, Llc | Denver | CO | 09/2022 | Present |
1. APPOINTED TO SELL OUTSIDE NETWORK INSURANCE BUSINESS. NATURE: Sale of fixed insurance products when M affiliated carriers are not the right fit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/16/2022; ADDRESS: 1800 Glenarm Place, Suite 900, Denver CO 80202, United States; DESCRIPTION: introducing prospects to various carriers, acquiring illustrations and completing applications and receiving commissions and renewals. 2. AEM PARTNERS, LLC; 1800 Glenarm Pl, Suite 900, Denver CO 80202; M Financial Group Member Firm Affiliation; Investment-related; Partner; Providing financial and investment advice, sale of insurance and annuities; 9/15/2022; 120 hours per month; 80 hours per month during trading hours. 3. LF Ranch, LLC; Highlands Ranch, CO; Not investment related; Member; Entity to own real estate property; 1/28/2026; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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