Best Investors Account Sign in
Current Employers
M Holdings Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-04-10
  • WA RA
    APPROVED
    Since 2017-04-10

Branch Locations

600 University Street Suite 2800, Seattle, WA 98101 • 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
Ra Bench, Inc. Seattle WA 11/1999 Present
Kibble & Prentice Holding Company Seattle WA 03/2010 10/2016
M Holdings Securities, Inc. Portland OR 08/2010 Present
Columbia Pacific Wealth Management Seattle WA 05/2015 04/2022
Pillar International Insurance Advisors, Llc Seattle WA 10/2016 Present
  • 11/1999 → Present
    Ra Bench, Inc.
    Seattle, WA
  • 03/2010 → 10/2016
    Kibble & Prentice Holding Company
    Seattle, WA
  • 08/2010 → Present
    Portland, OR
  • 05/2015 → 04/2022
    Columbia Pacific Wealth Management
    Seattle, WA
  • 10/2016 → Present
    Pillar International Insurance Advisors, Llc
    Seattle, WA
Previous Registrations
  • 2015-06-01 → 2023-02-06
    Columbia Pacific Wealth Management
    Seattle, WA
  • 2010-04-06 → 2017-04-07
    Kibble & Prentice Holding Company
    Seattle, WA
  • 1995-08-01 → 2010-03-22
    Ra Bench, Inc
    Seattle, WA
  • 1998-05-13 → 2002-11-13
    Nathan & Lewis Securities, Inc.
    Seattle, WA
Other Businesses

1) Michael J. Snyder Trust; 03/15/2007; Trustee; Hold and Administer Trust Estate; Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 2) Stephen S. Snyder Trust; 10/13/1999; Trustee; Hold and Administer Trust Estate; Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 3) Two Belles Farm; 3276 Vichy Avenue, Napa, CA 94558; 10/01/2015; Member; Vineyard ?? grow and sell wine grapes; Not Investment Related; 10 hours/month; 0 hours/month during business hours; Proceeds from grape sales. 4) Pillar International Insurance Advisors; 601 Union Street, Suite 1501, Seattle, WA 98101; 10/16/2016; Principal; Insurance placement, securities sales (variable life); Investment Related; 150 hours/month; 150 hours/month during business hours; Commissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-22
S63 Uniform Securities Agent State Law Examination 1983-06-29
  • S65 Uniform Investment Adviser Law Examination
    1995-06-22
  • S63 Uniform Securities Agent State Law Examination
    1983-06-29
Other Names
  • Rodney A Bench

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor