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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2014-01-09 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
Leawood, KS • United States
7315 Wisconsin Avenue Suite 250 E, Bethesda, MD 20814 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed-Insurance Broker | Leawood | KS | 01/2007 | Present |
| M Holdings Securities, Inc. | Portland | OR | 12/2013 | Present |
| Greenberg Wexler & Eig Llc | Leawood | KS | 05/2016 | Present |
1) GREENBERG WEXLER & EIG, LLC; 4600 EAST WEST HIGHWAY #875; BETHESDA, MD 20814; 05/01/2016; INSURANCE SALES; INVESTMENT RELATED; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-14 |
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