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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 10/2013 | Present |
| Lovasco Consulting Group | Grosse Pointe Farms | MI | 04/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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