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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-12-09 |
Branch Locations
6525 Carnegie Boulevard Suite 402, Charlotte, NC 28211 • 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 | 04/2015 | 12/2019 |
| M Holdings Securities, Inc. | Portland | OR | 12/2019 | Present |
| J.M. Barry & Associates, Llc | Charlotte | NC | 12/2019 | Present |
1) Barry, Evans, Josephs & Snipes; 6525 Carnegie Blvd., Suite 402, Charlotte NC 28211; 12/01/2019; Financial Consultant; Life insurance and securities consultation & sales; Investment Related; 200 hours/month; 160 hours/month during business hours; Commissions, Wages/Salary/Tips.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
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