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William Jeffery Shreves Bird

M Holdings Securities, Inc.

Minneapolis, MN

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Current Employers
M Holdings Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-04
  • MN RA
    APPROVED
    Since 2025-03-04

Branch Locations

706 2Nd Ave. Ste. 300, Minneapolis, MN 55402 • 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
Great Waters Financial Minneapolis MN 08/2016 10/2020
Advisornet Wealth Management Minneapolis MN 07/2019 10/2020
Hillsdale College Hillsdale MI 02/2016 07/2016
M Holdings Securities, Inc. Portland OR 02/2024 Present
Instereo St Louis Park MN 04/2021 06/2021
Salesloft Atlanta GA 07/2021 01/2024
Mbw Group Minneapolis MN 02/2024 Present
Unemployed Minneapolis MN 11/2020 03/2021
  • 08/2016 → 10/2020
    Great Waters Financial
    Minneapolis, MN
  • 07/2019 → 10/2020
    Advisornet Wealth Management
    Minneapolis, MN
  • 02/2016 → 07/2016
    Hillsdale College
    Hillsdale, MI
  • 02/2024 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 04/2021 → 06/2021
    Instereo
    St Louis Park, MN
  • 07/2021 → 01/2024
    Salesloft
    Atlanta, GA
  • 02/2024 → Present
    Mbw Group
    Minneapolis, MN
  • 11/2020 → 03/2021
    Unemployed
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-06
  • S65 Uniform Investment Adviser Law Examination
    2025-01-06
Other Names
  • William J Bird

View on SEC IAPD

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Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
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