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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-30 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
9700 Westland Dr. Suite 103, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Benefits Group Llc | Knoxville | TN | 02/2022 | Present |
| None | Knoxville | TN | 02/2021 | 02/2022 |
| Ornl Federal Credit Union | Knoxville | TN | 04/2012 | 02/2021 |
| M Holdings Securities, Inc. | Portland | OR | 08/2022 | Present |
1) Wealth Benefits Group, LLC; 9700 Westland Drive, Ste 103, Knoxville, TN 37922; Financial Services; Investment-Related; Administrative support; 02/2022; 160 hours/month; 160 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
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