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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-26 |
Branch Locations
850 Shades Creek Parkway Suite 300, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 12/2024 | Present |
| Capital Strategies Group, Inc | Birmingham | AL | 04/2023 | Present |
| Keller Williams Realty | Nashville | TN | 08/2017 | Present |
| Us Sleep Medicine, Inc | Nashville | TN | 08/2015 | 12/2022 |
| Breatheamerica | Nashville | TN | 12/2013 | 10/2018 |
| Rhp Financial | Nashville | TN | 07/2020 | 03/2023 |
Real Estate Affiliate Broker, Non-investment related, Contractor, 08/2017, Residential Real Estate Sales family-owned property only. I work only a few hours per year on this business. 1) ENGEL & VOLKERS NASHVILLE; 3912 Hillsboro Circle, Nashville TN 37205; Residential real estate sales; Not investment related; Affiliate Real Estate Broker; Only uses license for personal transactions, including transactions for his children; 1/16/2025; 1 hour/month; 0 hours/month during trading hours. 2) SLEEPMED MEDICAL, INC.; 73 White Bridge Rd, Ste 10310, Nashville TN 37205; Walmart.com sales; Not investment related; Owner; Purchase product and shipping labels on the website; 8/20/2024; 4 hours.month; 4 hours/month during trading hours. 3) Elizabeth Granbery Dingess Travel LLC; Nashville, TN; LLC; Not investment related; Partial owner, no active role; 08/20/2024; 0 ho/mo. 4) Dingess Financial Group, Inc; 4236 Hillsboro Pike Ste. 300, Nashville, TN 37215; Ownership of Business; Investment related; President; Commissions pass-through for business; 2-23-23; 0 Hours/Month 5) Hill Place HOA; Nashville, TN; Home Owners Association; Not investment related; Protect the association's finances, enforce rules fairly, plan for the long term, act in the best interest of all owners; 2/1/2026; 2 ho/mo; 2 ho/mo during trading hours. 6) HG Hill Company Ownership Council; 3011 Armory Drive, Suite 130, Nashville, TN 37204; Family business; Not invesment related; Ownership Council Member; council conveys family wishes to the board; 1/20/2026; 2 ho/mo; 2 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
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