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301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-12 |
Branch Locations
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2004 | Present |
| Tpg Consuling, Llc | Greensboro | NC | 10/2014 | Present |
| Mbl Wealth, Llc | Charlotte | NC | 11/2025 | Present |
1) AGENT SELLING TRADITIONAL INSURANCE PRODUCTS 2) TPG Consulting LLC; 6520 Airport Center Drive, Suite 203, Greensboro NC 27409; M Financial Member Firm Affiliation; Investment Related; President; Consulting and Sales of Insurance and Investments; 10/1/2014; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-18 |
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