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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-26 |
Branch Locations
Peabody Plaza 701 Market Street Suite 300, St. Louis, MO 63101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant Group, Inc. | St. Louis | MO | 10/1983 | Present |
| M. Holdings Securities, Inc. | Portland | OR | 12/2001 | Present |
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. ST LOUIS PRIORY SCHOOL; 500 S. MASON RD, ST LOUIS, MO 63141; FINANCE COMMITTEE MEMBER; START 9/6/2011; APPROX 2 HRS/MO. 2. CAMMON COMPANY; 701 MARKET STREET, SUITE 1200, ST. LOUIS, MO 63101; START 4/1/2020; PRESIDENT; APPROX 160 HRS/MONTH. 3. EQUITABLE AGENTS REINSURNANCE COMPANY; 3030 N. 3RD ST, PHOENIX, AZ 85012; BOARD MEMBER; START 2/9/2022; APPROX 1 HR/MONTH. 5. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
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