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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 | 2004-03-08 |
Branch Locations
6756 Executive Oak Lane, Chattanooga, TN 37421 • United States
Estero, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Evergreen Management Inc | Chattanooga | TN | 02/1991 | Present |
| M Holdings Securities, Inc. | Portland | OR | 03/2001 | Present |
1) EVERGREEN CONSULTING INC.; 1200 PREMIER DRIVE, SUITE 210, CHATTANOOGA, TN 37421; 01/1990; CHAIRMAN; INSURANCE SALES, MANAGEMENT DUTIES; INVESTMENT RELATED; 20 HOURS/MONTH; 20 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP. 2) INDIGO ISLE HOA; 9301 INDIGO ISLE CT. UNIT 201, ESTERO FL 34135; HOA; NOT INVESTMENT RELATED; POOL MANAGER; VOLUNTEER; 06/01/2024; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-27 |
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