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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-11-20 |
Branch Locations
5090 N. 40Th Street Suite 180, Phoenix, AZ 85018 • 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. | Phoenix | AZ | 12/2000 | Present |
| Gbs Insurance And Financial Services, Inc. | Phoenix | AZ | 02/2015 | Present |
1) Jogging Horse Hills, LLC; 13225 Bull Run Road, Prescott, AZ 86305; 1/1/2019; Manager; Horse boarding, Management of boarding facility ; Not Investment Related; 25 hours/month; 0 hours/month during business hours; Profits. 2) CB Retreat LLC; 4444 E Camelback Road #21, Phoenix AZ 85018; LLC; Not Investment Related; Manager; Managing vacation home; 9/1/2023; 5 hours per month; 5 hours during trading hours. 3) Phoenix Art Museum; 1625 N Central Avenue, Phoenix AZ 85005; Board of Directors; Not Investment-related; Board Member; attend board meetings, serve on education and community outreach committee; 4/01/2024; 5 hours per month; 5 hours per month during trading hours. 4) Cohn Financial Group; 5090 N. 40th Street, Ste 180, Phoenix AZ 85018; Consulting and insurance sales; Investment related; Marketer; Client services, marketing and marketing support; 12/07/2000; 150 hours per month; 150 hours per month during trading hours. 5) Cohn Family Business Group, Inc; 4444 E Camelback Road, Unit 21, Phoenix, Az 85018; Invetment related; Corporate officer; Passive entity that holds M stock and other publicly traded securities; 6/20/1984; 1 ho/mo; 1 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-10 |
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