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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-12 |
| GA | RA | APPROVED | 2024-09-05 |
| CA | RA | APPROVED | 2024-09-03 |
| IA | RA | APPROVED | 2024-09-03 |
| MD | RA | APPROVED | 2024-09-03 |
| MO | RA | APPROVED | 2024-09-03 |
| NC | RA | APPROVED | 2024-09-03 |
| PA | RA | APPROVED | 2024-09-03 |
| AZ | RA | APPROVED | 2023-06-01 |
| MI | RA | APPROVED | 2023-02-03 |
| FL | RA | APPROVED | 2023-02-02 |
| WI | RA | APPROVED | 2023-02-02 |
| CO | RA | APPROVED | 2023-02-01 |
| IL | RA | APPROVED | 2001-04-30 |
Branch Locations
1 Northfield Plaza Suite 430, Northfield, IL 60093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Dba Clark & Ennen | Elmhurst | IL | 11/1989 | Present |
| M. Holdings Securities Inc. | Portland | OR | 03/2001 | Present |
| Jamieson Financial Services, Llc | Northfield | IL | 07/2011 | Present |
1) Our Lady of Peace Parish; 709 Plainfield Road, Darien, IL 60561; 10/1/2013; Member, Finance Council; Not Investment Related; 4 hours/month; 0 hours/month during business hours; No Compensation. 2) Diocesan Finance Council; 16555 Weber Road, Crest Hill, IL 60403; 11/1/2018; Council Member; Volunteer advisory council regarding financial matters pertaining to the diocese; Investment Related; 6 hours/month; 6 hours/month during business hours; No Compensation. 3) M.W. Clark & Company; 1 Northfield Plaza, Suite 430, Northfield, IL 60093; 5/1/1996; President; Sales and service of non-variable products; Investment Related; 100 hours/month; 100 hours/month during business hours; Ownership, Commissions. 4) Jamieson Financial Services, LLC; 1 Northfield Plaza, Suite 430, Northfield, IL 60093; 10/01/2021; Marketer; Sales and service of non-registered insurance products; Investment Related; 100 hours/month; 100 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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