Best Investors Account Sign in
Inactive

Jordan Holding

M Holdings Securities, Inc.

Land O Lakes, FL

Portland, OR

Claim This Profile
Current Employers
M Holdings Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-27
  • FL RA
    APPROVED
    Since 2025-02-27

Branch Locations

Land O Lakes, FL • United States

1125 Nw Couch St. Suite 900, Portland, OR 97209 • 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
Morgan Stanley Temple Terrace FL 03/2017 08/2017
Deen King, M.D. P.A. Tampa FL 03/2016 02/2017
Mezrah Consulting Tampa FL 09/2017 Present
Lion Street Advisors Tampa FL 03/2021 Present
M Holdings Securities, Inc. Portland OR 02/2025 Present
  • 03/2017 → 08/2017
    Morgan Stanley
    Temple Terrace, FL
  • 03/2016 → 02/2017
    Deen King, M.D. P.A.
    Tampa, FL
  • 09/2017 → Present
    Mezrah Consulting
    Tampa, FL
  • 03/2021 → Present
    Lion Street Advisors
    Tampa, FL
  • 02/2025 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
  • 2021-06-21 → 2025-01-07
    Lion Street Advisors, Llc
    Tampa, FL
    Austin, TX
  • 2017-07-27 → 2017-09-12
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-26
  • S66 Uniform Combined State Law Examination
    2017-07-26
Designations
Other Names
  • Jordan Holding
  • Jordan Gregory Holding

View on SEC IAPD

More in Land O Lakes, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor