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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2021-12-03 |
| NY | RA | APPROVED | 2021-05-19 |
| ID | RA | APPROVED | 2020-03-03 |
Branch Locations
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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2016 | Present |
| M Holdings Securities, Inc. | Portland | OR | 05/2016 | Present |
| Tpg Consulting, Llc | New York City | NY | 05/2016 | 12/2025 |
| Lindberg & Ripple | Ketchum | ID | 02/2026 | Present |
1) Lost River Classic Car LLC; 9/2013; Managing Member; LLC contains vintage car collection; Not Investment Related; 10 hours/month; 1 hour/month during business hours 2) Wood River YMCA; 101 Saddle Road, Ketchum ID 83340; Charitable Organization; Not Investment Related; Board Member & Finance Chairman; Lead monthly review of finances & report to Board; 06/01/2024; 2 hours per month; 2 hours per month during trading hours 3) LRI LLC dba Lindberg & Ripple; 29 South Main Street, ste 311, West Hartford, CT 06107; M Financial Group - Member Firm Employee, Insurance; Investment related; Associate; Sales and servicing of Life, Disability and Long Term Care insurance products; 2/1/2026; 100 ho/mo; 60 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-15 |
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