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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 | 2004-04-01 |
Branch Locations
2020 21St Avenue South Suite 200, Nashville, TN 37212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeast Financial Dba The R.O.W. Group | Nashville | TN | 10/1985 | Present |
| M Holdings Securities, Inc. | Portland | OR | 07/2000 | Present |
| The R.O.W. Group | Nashville | TN | 11/1986 | Present |
1) Premier Brokerage; 10/04/2017; Agent; Insurance Sales & Service; Investment Related; 2 hours/month; 2 hours/month during business hours; Commissions. 2) M&O Marketing Organization; 27777 Franklin Road, Suite 700, Southfield, MI 48034; 05/01/2020; Agent; Fixed annuity sales; Not Investment Related; 4 hours/month; 4 hours/month during business hours; Commissions. 3) The R.O.W. Group; 2020 21st Ave So Ste 200 Nashville, TN 37212; Member Firm Affiliation; Investment Related; Chairman; Wealth management, wealth transfer, and business continuation; 11/03/1986; 160 hours per month; 160 hours per month during trading hours.
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