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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-04-01 |
| NJ | RA | APPROVED | 2023-05-26 |
| DC | RA | APPROVED | 2023-03-02 |
| FL | RA | APPROVED | 2004-06-30 |
Branch Locations
325 N. Williamson Blvd Suite 120, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 05/2004 | Present |
| Executive Compensation Group | Daytona Beach | FL | 05/2004 | Present |
1) Halifax Health; 303 N. Clyde Morris Blvd., Daytona Beach, FL 32114; 08/08/2011; Investment Committee Member; 1 hour/month, 0 hours/month during business hours; No compensation. 2) Executive Compensation Group, LLC; 325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114; 04/15/2020; Principal; Sales of securities, insurance, and RIA business are conducted under this LLC; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership, profits, commissions, RIA fees. 3) The 325, LLC; 325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114; Real Estate Investment; Not Investment Related; Owner-70%; Passive Owner, Signs Checks for Building Maintenance; 8/29/2021; 2 hours Per Month; 0 hours Per month during Trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-21 |
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