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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 | 2004-03-29 |
Branch Locations
6756 Executive Oak Lane, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Management/Royal Financial | Chattanooga | TN | 02/1991 | Present |
| Evergreen Management/Evergreen Planning | Chattanooga | TN | 04/1992 | Present |
| M Holdings Securities, Inc. | Portland | OR | 03/2001 | Present |
1) Evergreen Consulting; 1200 Premier Drive, Suite 210, Chattanooga, TN 37421; 04/1983; Vice President; Sales of variable insurance and/or securities; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 2) James S. Graham - Outside Insurance Sales; 1200 Premier Drive, Suite 210, Chattanooga, TN 37421; 08/1983; Vice President; Sales of non-variable insurance products; Not Investment Related; 10 hours/month; 10 hours/month during business hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-01 |
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