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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-04-24
  • MI RA
    APPROVED
    Since 2017-04-24

Branch Locations

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES

One Woodward Ave., Ste 1500, Detroit, MI 48226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities, Inc. Portland OR 10/2013 Present
Lovasco Consulting Group Grosse Pointe Farms MI 04/2013 Present
Other Businesses

1) Lovasco Consulting Group, Inc; One Woodward Avenue, Suite 1500, Detroit, MI 48226; 10/18/2001; President & CEO; Management, Sales & Service; Investment Related; 160 hours/month; 160 hours/month during business hours. 2) Detroit Symphony Orchestra; 51 Parsons St, Detroit, MI 48201; Board of Trustees; Investment related; Member of the development committee, general fundraising; 6/7/2023; 2 hours per month; 2 hours per month during trading hours. 3) Henry Ford Hospital; 1 Ford Place Detroit, MI 48202; Board of Directors; Investment related; Board Member; Member of the board and serves on the investment and finance committees; 12/1/2024; 4 hours per month; 4 hours per month during trading hours. 4) Rocky Produce Company; 7201 W. Fort Street, Detroit MI 48209; Produce Distribution; Not Investment Related; Board Member; Advise on family and business succession issues; 11/01/2024; 1 hr/mo; 1 hr/mo during trading hours. 5) Detroit Athletic Club Foundation; 241 W. Madison Detroit MI 48226; Foundation; Not Investment Related; Board Member; Involved in the capital campaign to raise money for the operating endowment of the DAC Foundation; 2/1/2024; 3 hr/mo; 2hr/mo during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-22
S63 Uniform Securities Agent State Law Examination 2000-07-18
  • S66 Uniform Combined State Law Examination
    2017-04-22
  • S63 Uniform Securities Agent State Law Examination
    2000-07-18
Other Names
  • Gene Lovasco

View on SEC IAPD

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