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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 | 2024-01-02 |
| OH | RA | APPROVED | 2014-12-17 |
Branch Locations
5005 Rockside Road Suite 600, Cleveland, OH 44131 • United States
Corunna, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holding Securities, Inc | Porland | OR | 09/2009 | Present |
| Cornerstone Consulting Group | Akron | OH | 09/2009 | 01/2017 |
| Heirmark | Cleveland | OH | 09/2009 | Present |
| Heirmark | Cleveland | OH | 09/2009 | Present |
1) HEIRMARK; 5005 Rockside Rd. Ste 600, Cleveland, OH 44131; M Financial Group Member Firm Employee; Investment related; Director of Case Design and Client Service; Run client insurance reviews, client insurance service requests, life insurance case design, run illustrations, bookkeeping; 9/15/2009; 160 hours per month; 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-20 |
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