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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-26 |
| SC | RA | APPROVED | 2026-08-25 |
Branch Locations
Myrtle Beach, SC • United States
2699 Howell Street Suite 1100, Dallas, TX 75204 • 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 |
|---|---|---|---|---|
| Hsbc | New York | NY | 10/2016 | 09/2017 |
| Noah Wealth Management Co.,Ltd | Beijing | 04/2015 | 10/2016 | |
| Nylife Securities Llc | Flushing | NY | 12/2017 | 09/2018 |
| New York Life Insurance Co. | Flushing | NY | 12/2017 | 09/2018 |
| Unemployed | New York | NY | 10/2017 | 11/2017 |
| Pruco Securities, Llc | Forest Hills | NY | 09/2018 | 10/2020 |
| Self-Employed | New York | NY | 10/2020 | 04/2023 |
| Pruco Securities | New York | NY | 04/2023 | 11/2024 |
| The Prudential Insurance Company Of America | New York | NY | 04/2023 | 11/2025 |
| Lpl Enterprise, Llc | New York | NY | 11/2024 | 12/2025 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 03/2026 | 08/2026 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 03/2026 | 08/2026 |
| M Holdings Securities, Inc. | Myrtle Beach | SC | 08/2026 | Present |
| Confluent Financial South Carolina | Myrtle Beach | SC | 08/2026 | Present |
Non-investment related: insurance sales, health, long term care, P&C, tax planning; dba-Confluent financial, 710 isle Verde drive, myrtle beach, SC 29579; Principal; 15% of time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-30 |
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