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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-05-10 |
Branch Locations
131 Continental Dr., Ste 206, Newark, DE 19713 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2000 | Present |
| Newton One Advisors | Newark | DE | 10/2000 | Present |
1) Newton One, LLC; 131 Continental Drive; Newark, DE 19713; 10/18/00; CEO/Principal; Insurance, LTC, DI, VUL, Consulting, Trust Administration; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) Newton One Investments; 131 Continental Drive; Newark, DE 19713; 10/18/00; CEO/Investment Adviser; Investment advisory services; Investment Related; 40 hours/month; 40 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-04-14 |
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